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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 | $26,446 | $65,703-59.7% | $94,228-71.9% | $59,633-55.7% |
| Participation rate | 90.2% | 72.1%+18.1pp | 78.8%+11.5pp | 68.7%+21.6pp |
| Annual return | -1.13% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $1,414 | $2,021-30.0% | $3,587-60.6% | $2,203-35.8% |
| Participant deferral / active EE | $3,382 | $3,143+7.6% | $4,320-21.7% | $3,192+6.0% |
| Admin fee / account holder | $823 | $4,264-80.7% | $6,269-86.9% | $4,297-80.9% |