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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 | $8,645 | $101,618-91.5% | $93,063-90.7% | $137,256-93.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.26% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $270 | $2,707-90.0% | $2,476-89.1% | $4,156-93.5% |
| Participant deferral / active EE | $1,980 | $4,279-53.7% | $3,958-50.0% | $6,407-69.1% |
| Admin fee / account holder | $493 | $6,198-92.0% | $6,033-91.8% | $12,270-96.0% |