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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 | $18,819 | $90,486-79.2% | $78,676-76.1% | $273,972-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.11% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,390 | $3,175-56.2% | $2,850-51.2% | $4,869-71.5% |
| Participant deferral / active EE | $2,088 | $3,901-46.5% | $3,517-40.6% | $5,287-60.5% |
| Admin fee / account holder | $4,093 | $5,263-22.2% | $4,510-9.2% | $10,133-59.6% |