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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,797 | $108,897-86.4% | $100,378-85.3% | $145,877-89.9% |
| Participation rate | 87.0% | 83.0%+4.0pp | 81.5%+5.4pp | 80.3%+6.7pp |
| Annual return | 35.40% | 58.17%-22.8pp | 49.41%-14.0pp | 551.28%-515.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,851 | $8,455-30.8% | $8,087-27.7% | $6,691-12.6% |
| Admin fee / account holder | $676 | $9,690-93.0% | $7,899-91.4% | $13,402-95.0% |