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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 | $13,419 | $172,111-92.2% | $150,298-91.1% | $137,256-90.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.11% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,970 | $4,636-57.5% | $4,154-52.6% | $4,156-52.6% |
| Participant deferral / active EE | $2,738 | $6,166-55.6% | $5,453-49.8% | $6,407-57.3% |
| Admin fee / account holder | $1,622 | $16,471-90.2% | $14,116-88.5% | $12,270-86.8% |