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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 | $9,691 | $101,618-90.5% | $93,063-89.6% | $137,256-92.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.94% | 223.95%-206.0pp | 34.15%-16.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,047 | $2,707-61.3% | $2,476-57.7% | $4,156-74.8% |
| Participant deferral / active EE | $2,002 | $4,279-53.2% | $3,958-49.4% | $6,407-68.8% |
| Admin fee / account holder | $2,325 | $6,198-62.5% | $6,033-61.5% | $12,270-81.1% |