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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 | $65,335 | $127,387-48.7% | $115,038-43.2% | $125,389-47.9% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -0.15% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $6,197 | $5,166+20.0% | $4,608+34.5% | $4,866+27.4% |
| Participant deferral / active EE | $3,445 | $6,423-46.4% | $6,026-42.8% | $5,352-35.6% |
| Admin fee / account holder | $2,664 | $9,516-72.0% | $8,175-67.4% | $9,541-72.1% |