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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 | $21,959 | $75,541-70.9% | $152,093-85.6% | $82,637-73.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.89% | 32.56%-15.7pp | 66.36%-49.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $398 | $2,622-84.8% | $4,175-90.5% | $2,552-84.4% |
| Participant deferral / active EE | $2,082 | $3,206-35.1% | $5,451-61.8% | $4,126-49.5% |
| Admin fee / account holder | $3,287 | $6,405-48.7% | $14,497-77.3% | $7,339-55.2% |