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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 | $47,271 | $113,935-58.5% | $94,224-49.8% | $125,393-62.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.75% | 5.29%-4.5pp | 10.68%-9.9pp | 282.23%-281.5pp |
| Employer contribution / active EE | $4,234 | $4,727-10.4% | $3,587+18.1% | $4,866-13.0% |
| Participant deferral / active EE | $6,069 | $5,179+17.2% | $4,320+40.5% | $5,351+13.4% |
| Admin fee / account holder | $865 | $8,391-89.7% | $6,269-86.2% | $9,541-90.9% |