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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 | $16,094 | $111,535-85.6% | $105,223-84.7% | $137,256-88.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 21.99% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,593 | $3,939-59.6% | $3,689-56.8% | $4,156-61.7% |
| Participant deferral / active EE | $1,940 | $5,500-64.7% | $5,072-61.8% | $6,407-69.7% |
| Admin fee / account holder | $791 | $9,721-91.9% | $8,859-91.1% | $12,270-93.6% |