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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 | $15,466 | $174,379-91.1% | $152,093-89.8% | $138,895-88.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.63% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,399 | $4,652-69.9% | $4,175-66.5% | $4,194-66.7% |
| Participant deferral / active EE | $2,127 | $6,159-65.5% | $5,451-61.0% | $6,396-66.8% |
| Admin fee / account holder | $1,683 | $16,880-90.0% | $14,497-88.4% | $12,562-86.6% |