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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 | $24,933 | $117,895-78.9% | $102,460-75.7% | $145,897-82.9% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 11.31% | 31.92%-20.6pp | 29.47%-18.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,937 | $3,619-46.5% | $3,025-36.0% | $4,663-58.4% |
| Participant deferral / active EE | $2,051 | $5,736-64.3% | $5,056-59.4% | $6,689-69.3% |
| Admin fee / account holder | $1,402 | $13,353-89.5% | $9,460-85.2% | $13,390-89.5% |