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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 | $9,048 | $37,446-75.8% | $77,513-88.3% | $79,852-88.7% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 12.43% | 39.76%-27.3pp | 54.81%-42.4pp | 31.72%-19.3pp |
| Employer contribution / active EE | $548 | $637-14.0% | $987-44.5% | $2,471-77.8% |
| Participant deferral / active EE | $573 | $1,261-54.6% | $1,861-69.2% | $3,740-84.7% |
| Admin fee / account holder | $585 | $2,506-76.7% | $2,859-79.5% | $5,306-89.0% |