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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 | $54,684 | $114,093-52.1% | $96,171-43.1% | $167,536-67.4% |
| Participation rate | 76.9% | 75.1%+1.9pp | 68.4%+8.5pp | 82.1%-5.2pp |
| Annual return | 12.81% | 190.00%-177.2pp | 192.04%-179.2pp | 478.82%-466.0pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,176 | $5,197-58.1% | $4,350-50.0% | $6,342-65.7% |
| Admin fee / account holder | $10,970 | $6,899+59.0% | $5,538+98.1% | $12,315-10.9% |