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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 | $23,741 | $89,364-73.4% | $141,177-83.2% | $72,983-67.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.76% | 111.86%-90.1pp | 71.40%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,377 | $3,115-23.7% | $4,736-49.8% | $2,440-2.6% |
| Participant deferral / active EE | $3,451 | $5,419-36.3% | $6,710-48.6% | $3,608-4.3% |
| Admin fee / account holder | $1,178 | $5,959-80.2% | $10,263-88.5% | $5,124-77.0% |