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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 | $16,551 | $94,749-82.5% | $112,899-85.3% | $139,456-88.1% |
| Participation rate | 71.4% | 81.3%-9.8pp | 80.5%-9.1pp | 80.3%-8.9pp |
| Annual return | 19.79% | 40.92%-21.1pp | 34.11%-14.3pp | 373.45%-353.7pp |
| Employer contribution / active EE | $1,463 | $4,630-68.4% | $4,566-68.0% | $4,753-69.2% |
| Participant deferral / active EE | $3,405 | $6,517-47.7% | $6,516-47.7% | $6,711-49.3% |
| Admin fee / account holder | $725 | $8,530-91.5% | $7,047-89.7% | $11,407-93.6% |