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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 | $28,878 | $154,746-81.3% | $53,075-45.6% | $154,746-81.3% |
| Participation rate | 88.2% | 80.7%+7.5pp | 88.2%0pp | 80.7%+7.5pp |
| Annual return | 17.13% | 172.34%-155.2pp | 14.89%+2.2pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,524 | $4,379-65.2% | $1,5240% | $4,379-65.2% |
| Participant deferral / active EE | $4,263 | $6,730-36.7% | $4,2630% | $6,730-36.7% |
| Admin fee / account holder | $836 | $14,365-94.2% | $6,129-86.4% | $14,365-94.2% |