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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 | $66,246 | $66,402-0.2% | $109,907-39.7% | $85,847-22.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 12.14% | 19.59%-7.5pp | 29.46%-17.3pp | 318.61%-306.5pp |
| Employer contribution / active EE | $1,157 | $1,687-31.4% | $2,844-59.3% | $2,565-54.9% |
| Participant deferral / active EE | $2,642 | $2,842-7.0% | $4,047-34.7% | $3,952-33.1% |
| Admin fee / account holder | $20,702 | $4,557+354.3% | $6,069+241.1% | $6,261+230.7% |