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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 | $26,157 | $97,732-73.2% | $83,831-68.8% | $135,380-80.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 0.55% | 1287.56%-1287.0pp | 850.99%-850.4pp | 519.81%-519.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,529 | $4,683-24.6% | $4,082-13.6% | $5,609-37.1% |
| Admin fee / account holder | $1,259 | $6,675-81.1% | $5,479-77.0% | $10,828-88.4% |