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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 | $21,293 | $52,678-59.6% | $75,784-71.9% | $59,633-64.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 3.30% | 2.95%+0.3pp | 9.68%-6.4pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $2,022 | $2,193-7.8% | $3,323-39.2% | $2,203-8.2% |
| Participant deferral / active EE | $3,830 | $2,591+47.8% | $3,652+4.9% | $3,192+20.0% |
| Admin fee / account holder | $1,873 | $3,610-48.1% | $5,300-64.7% | $4,297-56.4% |