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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 | $16,820 | $110,379-84.8% | $102,412-83.6% | $145,884-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.75% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,596 | $4,216-38.4% | $3,870-32.9% | $4,662-44.3% |
| Participant deferral / active EE | $1,764 | $5,622-68.6% | $5,060-65.1% | $6,690-73.6% |
| Admin fee / account holder | $3,299 | $9,745-66.1% | $8,388-60.7% | $13,392-75.4% |