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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 | $17,487 | $110,337-84.2% | $102,383-82.9% | $145,877-88.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,569 | $4,216-62.8% | $3,870-59.5% | $4,663-66.4% |
| Participant deferral / active EE | $5,058 | $5,621-10.0% | $5,0600% | $6,691-24.4% |
| Admin fee / account holder | $6,026 | $9,750-38.2% | $8,391-28.2% | $13,402-55.0% |