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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 | $25,206 | $93,346-73.0% | $71,796-64.9% | $273,972-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.13% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,399 | $2,733-48.8% | $1,924-27.3% | $4,869-71.3% |
| Participant deferral / active EE | $1,482 | $3,475-57.4% | $2,794-47.0% | $5,287-72.0% |
| Admin fee / account holder | $454 | $6,571-93.1% | $4,815-90.6% | $10,133-95.5% |