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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 | $79,140 | $159,978-50.5% | $147,041-46.2% | $145,978-45.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 16.20% | 98.36%-82.2pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,435 | $8,429-59.2% | $8,071-57.4% | $6,690-48.7% |
| Admin fee / account holder | $18,868 | $15,053+25.3% | $13,006+45.1% | $13,400+40.8% |