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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 | $13,073 | $100,970-87.1% | $96,576-86.5% | $137,256-90.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.38% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,864 | $3,809-51.1% | $3,553-47.5% | $4,156-55.1% |
| Participant deferral / active EE | $3,177 | $8,286-61.7% | $7,956-60.1% | $6,407-50.4% |
| Admin fee / account holder | $775 | $11,312-93.1% | $11,381-93.2% | $12,270-93.7% |