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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 | $52,099 | $84,685-38.5% | $73,836-29.4% | $125,389-58.5% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | 19.16% | 3123.80%-3104.6pp | 2268.06%-2248.9pp | 282.24%-263.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,283 | $3,993-17.8% | $3,583-8.4% | $5,352-38.6% |
| Admin fee / account holder | $1,140 | $5,694-80.0% | $4,882-76.7% | $9,541-88.1% |