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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 | $45,886 | $127,386-64.0% | $115,037-60.1% | $125,388-63.4% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -2.50% | 31.28%-33.8pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,750 | $5,166-27.4% | $4,608-18.6% | $4,866-22.9% |
| Participant deferral / active EE | $2,924 | $6,423-54.5% | $6,026-51.5% | $5,352-45.4% |
| Admin fee / account holder | $7,612 | $9,516-20.0% | $8,175-6.9% | $9,541-20.2% |