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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 | $49,290 | $108,942-54.8% | $100,415-50.9% | $145,897-66.2% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 16.22% | 58.27%-42.1pp | 49.47%-33.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,998 | $8,461-40.9% | $8,091-38.2% | $6,689-25.3% |
| Admin fee / account holder | $2,980 | $9,702-69.3% | $7,906-62.3% | $13,390-77.7% |