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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 | $13,376 | $172,111-92.2% | $150,298-91.1% | $137,256-90.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.66% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,122 | $4,636-54.2% | $4,154-48.9% | $4,156-48.9% |
| Participant deferral / active EE | $2,899 | $6,166-53.0% | $5,453-46.8% | $6,407-54.8% |
| Admin fee / account holder | $3,526 | $16,471-78.6% | $14,116-75.0% | $12,270-71.3% |