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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 | $17,212 | $43,075-60.0% | $74,577-76.9% | $62,881-72.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 7.50% | 17.50%-10.0pp | 20.47%-13.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,904 | $1,498+27.1% | $2,525-24.6% | $2,281-16.5% |
| Participant deferral / active EE | $1,283 | $2,389-46.3% | $3,458-62.9% | $3,203-59.9% |
| Admin fee / account holder | $809 | $2,840-71.5% | $4,138-80.4% | $4,296-81.2% |