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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 | $18,421 | $97,125-81.0% | $86,233-78.6% | $137,256-86.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.15% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,396 | $2,841-15.7% | $2,504-4.3% | $4,156-42.4% |
| Participant deferral / active EE | $2,439 | $5,180-52.9% | $4,559-46.5% | $6,407-61.9% |
| Admin fee / account holder | $1,544 | $9,725-84.1% | $8,342-81.5% | $12,270-87.4% |