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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 | $13,189 | $115,225-88.6% | $100,712-86.9% | $138,895-90.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.97% | 40.35%-24.4pp | 33.27%-17.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,601 | $2,771-42.2% | $2,313-30.8% | $4,194-61.8% |
| Participant deferral / active EE | $3,780 | $4,699-19.6% | $4,085-7.5% | $6,396-40.9% |
| Admin fee / account holder | $794 | $10,844-92.7% | $9,256-91.4% | $12,562-93.7% |