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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 | $7,030 | $57,590-87.8% | $86,233-91.8% | $82,448-91.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.85% | 22.41%-5.6pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,435 | $3,080-53.4% | $4,559-68.5% | $4,139-65.3% |
| Admin fee / account holder | $3,551 | $4,730-24.9% | $8,342-57.4% | $7,234-50.9% |