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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 | $21,499 | $96,558-77.7% | $80,977-73.4% | $273,972-92.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,694 | $4,869-44.7% | $3,715-27.5% | $4,869-44.7% |
| Participant deferral / active EE | $2,337 | $6,598-64.6% | $5,696-59.0% | $5,287-55.8% |
| Admin fee / account holder | $336 | $7,493-95.5% | $5,517-93.9% | $10,133-96.7% |