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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 | $17,299 | $93,071-81.4% | $74,583-76.8% | $273,968-93.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.57% | 26.18%-20.6pp | 20.47%-14.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,344 | $3,160+5.9% | $2,525+32.5% | $4,869-31.3% |
| Participant deferral / active EE | $3,260 | $4,160-21.6% | $3,458-5.7% | $5,287-38.3% |
| Admin fee / account holder | $1,994 | $5,272-62.2% | $4,138-51.8% | $10,132-80.3% |