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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 | $24,931 | $90,486-72.4% | $78,676-68.3% | $273,972-90.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.23% | 75.62%-72.4pp | 62.19%-59.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $7,205 | $3,175+126.9% | $2,850+152.8% | $4,869+48.0% |
| Participant deferral / active EE | $6,684 | $3,901+71.3% | $3,517+90.1% | $5,287+26.4% |
| Admin fee / account holder | $6,202 | $5,263+17.8% | $4,510+37.5% | $10,133-38.8% |