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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 | $18,752 | $52,580-64.3% | $71,671-73.8% | $70,126-73.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.70% | 20.25%-6.5pp | 20.65%-6.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,329 | $1,616+44.1% | $2,460-5.3% | $2,343-0.6% |
| Participant deferral / active EE | $1,700 | $2,386-28.8% | $3,438-50.6% | $3,332-49.0% |
| Admin fee / account holder | $2,130 | $3,653-41.7% | $5,558-61.7% | $4,645-54.1% |