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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 | $38,803 | $183,592-78.9% | $155,567-75.1% | $145,959-73.4% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 42.72% | 61.24%-18.5pp | 64.74%-22.0pp | 561.95%-519.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $17,323 | $6,464+168.0% | $5,628+207.8% | $6,689+159.0% |
| Admin fee / account holder | $11,022 | $19,318-42.9% | $15,916-30.7% | $13,398-17.7% |