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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 | $6,459 | $95,959-93.3% | $97,411-93.4% | $138,895-95.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 17.13% | 29.30%-12.2pp | 34.72%-17.6pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,843 | $4,278-56.9% | $4,210-56.2% | $4,194-56.1% |
| Participant deferral / active EE | $3,160 | $5,876-46.2% | $5,886-46.3% | $6,396-50.6% |
| Admin fee / account holder | $1,939 | $7,555-74.3% | $7,145-72.9% | $12,562-84.6% |