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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 | $51,953 | $152,619-66.0% | $125,195-58.5% | $152,909-66.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.32% | 54.85%-28.5pp | 43.79%-17.5pp | 345.46%-319.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,350 | $5,869-8.8% | $4,937+8.3% | $5,851-8.6% |
| Admin fee / account holder | $897 | $13,437-93.3% | $9,704-90.8% | $11,601-92.3% |