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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 | $25,531 | $97,765-73.9% | $103,486-75.3% | $145,884-82.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.55% | 25.44%-12.9pp | 23.93%-11.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,540 | $4,687-67.1% | $4,679-67.1% | $4,662-67.0% |
| Participant deferral / active EE | $3,999 | $6,606-39.5% | $6,628-39.7% | $6,690-40.2% |
| Admin fee / account holder | $1,616 | $12,505-87.1% | $9,354-82.7% | $13,392-87.9% |