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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 | $57,061-72.2% | $85,063-81.3% | $80,911-80.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 11.89% | 21.66%-9.8pp | 66.54%-54.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $4,838 | $1,799+169.0% | $2,727+77.4% | $2,756+75.6% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,871 | $4,986-42.4% | $6,155-53.4% | $6,935-58.6% |