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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 | $50,817 | $92,219-44.9% | $76,767-33.8% | $135,380-62.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.25% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,174 | $3,216-32.4% | $2,485-12.5% | $4,779-54.5% |
| Participant deferral / active EE | $6,398 | $4,508+41.9% | $3,852+66.1% | $5,609+14.1% |
| Admin fee / account holder | $15,107 | $10,749+40.5% | $6,675+126.3% | $10,828+39.5% |