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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 | $15,880 | $57,140-72.2% | $85,240-81.4% | $80,959-80.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 11.89% | 21.71%-9.8pp | 66.75%-54.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $4,838 | $1,802+168.5% | $2,735+76.9% | $2,757+75.5% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,871 | $4,992-42.5% | $6,165-53.4% | $6,925-58.5% |