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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 | $21,814 | $90,486-75.9% | $78,676-72.3% | $273,972-92.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.97% | 75.62%-67.7pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,066 | $3,175-34.9% | $2,850-27.5% | $4,869-57.6% |
| Participant deferral / active EE | $2,408 | $3,901-38.3% | $3,517-31.5% | $5,287-54.5% |
| Admin fee / account holder | $377 | $5,263-92.8% | $4,510-91.6% | $10,133-96.3% |