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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 | $31,145 | $127,386-75.6% | $115,037-72.9% | $125,388-75.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.37% | 31.28%-31.7pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,536 | $5,166-70.3% | $4,608-66.7% | $4,866-68.4% |
| Participant deferral / active EE | $5,469 | $6,423-14.9% | $6,026-9.3% | $5,352+2.2% |
| Admin fee / account holder | $349 | $9,516-96.3% | $8,175-95.7% | $9,541-96.3% |