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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 | $26,903 | $70,002-61.6% | $115,037-76.6% | $52,331-48.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 1.84% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $936 | $2,715-65.5% | $4,608-79.7% | $1,882-50.2% |
| Participant deferral / active EE | $4,975 | $4,920+1.1% | $6,026-17.4% | $3,022+64.6% |
| Admin fee / account holder | $2,348 | $566+314.7% | $8,175-71.3% | $592+296.8% |