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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 | $24,495 | $112,112-78.2% | $95,956-74.5% | $158,950-84.6% |
| Participation rate | 70.8% | 79.0%-8.1pp | 77.1%-6.2pp | 82.0%-11.1pp |
| Annual return | 25.58% | 171.15%-145.6pp | 91.63%-66.0pp | 302.91%-277.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,935 | $4,784+3.2% | $4,167+18.4% | $5,983-17.5% |
| Admin fee / account holder | $435 | $10,134-95.7% | $6,797-93.6% | $11,248-96.1% |