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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 | $17,655 | $225,673-92.2% | $203,872-91.3% | $155,188-88.6% |
| Participation rate | 77.8% | 80.3%-2.5pp | 77.8%0pp | 80.8%-3.0pp |
| Annual return | 17.96% | 95.91%-78.0pp | 85.11%-67.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,161 | $4,099-71.7% | $3,757-69.1% | $4,248-72.7% |
| Participant deferral / active EE | $2,985 | $6,893-56.7% | $6,388-53.3% | $6,531-54.3% |
| Admin fee / account holder | $1,994 | $12,327-83.8% | $11,730-83.0% | $14,480-86.2% |