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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 | $15,994 | $100,970-84.2% | $96,576-83.4% | $137,256-88.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.69% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,253 | $3,809-67.1% | $3,553-64.7% | $4,156-69.8% |
| Participant deferral / active EE | $3,160 | $8,286-61.9% | $7,956-60.3% | $6,407-50.7% |
| Admin fee / account holder | $2,504 | $11,312-77.9% | $11,381-78.0% | $12,270-79.6% |