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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 | $19,526 | $77,638-74.8% | $156,551-87.5% | $62,881-68.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 15.97% | 50.33%-34.4pp | 32.23%-16.3pp | 20.14%-4.2pp |
| Employer contribution / active EE | $2,044 | $3,444-40.6% | $5,501-62.8% | $2,281-10.4% |
| Participant deferral / active EE | $941 | $3,046-69.1% | $4,871-80.7% | $3,203-70.6% |
| Admin fee / account holder | $3,230 | $5,561-41.9% | $13,028-75.2% | $4,296-24.8% |