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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 | $26,692 | $59,116-54.8% | $86,438-69.1% | $68,486-61.0% |
| Participation rate | 93.7% | 75.2%+18.4pp | 80.3%+13.3pp | 67.9%+25.8pp |
| Annual return | 1.64% | -0.23%+1.9pp | 4397.19%-4395.6pp | -7.85%+9.5pp |
| Employer contribution / active EE | $3,331 | $2,519+32.2% | $3,769-11.6% | $2,597+28.3% |
| Participant deferral / active EE | $10,702 | $5,902+81.3% | $6,952+53.9% | $4,028+165.7% |
| Admin fee / account holder | $694 | $5,639-87.7% | $6,733-89.7% | $5,404-87.2% |