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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 | $12,156 | $107,809-88.7% | $97,032-87.5% | $155,188-92.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.44% | 38.06%-18.6pp | 35.38%-15.9pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,372 | $2,911-52.9% | $2,629-47.8% | $4,248-67.7% |
| Participant deferral / active EE | $3,008 | $5,129-41.4% | $4,672-35.6% | $6,531-53.9% |
| Admin fee / account holder | $726 | $10,717-93.2% | $9,418-92.3% | $14,480-95.0% |