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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 | $16,972 | $152,394-88.9% | $124,067-86.3% | $155,188-89.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 4.52% | 34.93%-30.4pp | 31.06%-26.5pp | 148.84%-144.3pp |
| Employer contribution / active EE | $904 | $2,398-62.3% | $2,166-58.2% | $4,248-78.7% |
| Participant deferral / active EE | $1,808 | $3,823-52.7% | $3,463-47.8% | $6,531-72.3% |
| Admin fee / account holder | $60,045 | $6,949+764.1% | $7,351+716.8% | $14,480+314.7% |