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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 | $7,291 | $104,650-93.0% | $83,854-91.3% | $155,188-95.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 5.22% | 28.97%-23.8pp | 31.39%-26.2pp | 148.84%-143.6pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,932 | $2,367+108.3% | $2,035+142.3% | $6,531-24.5% |
| Admin fee / account holder | $16,034 | $3,518+355.7% | $3,197+401.6% | $14,480+10.7% |