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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 | $43,969 | $101,618-56.7% | $93,063-52.8% | $137,256-68.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.17% | 223.95%-203.8pp | 34.15%-14.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,202 | $2,707-18.7% | $2,476-11.1% | $4,156-47.0% |
| Participant deferral / active EE | $15,209 | $4,279+255.4% | $3,958+284.2% | $6,407+137.4% |
| Admin fee / account holder | $2,149 | $6,198-65.3% | $6,033-64.4% | $12,270-82.5% |