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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 | $66,066 | $167,362-60.5% | $143,799-54.1% | $134,532-50.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.46% | 0.47%+1.0pp | -0.04%+1.5pp | 418.27%-416.8pp |
| Employer contribution / active EE | $1,997 | $5,620-64.5% | $4,952-59.7% | $4,741-57.9% |
| Participant deferral / active EE | $9,339 | $6,447+44.8% | $5,638+65.6% | $6,401+45.9% |
| Admin fee / account holder | $2,144 | $18,094-88.1% | $14,677-85.4% | $11,429-81.2% |