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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 | $117,829-78.8% | $102,423-75.7% | $145,877-82.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 11.31% | 31.83%-20.5pp | 29.42%-18.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,937 | $3,615-46.4% | $3,023-35.9% | $4,663-58.5% |
| Participant deferral / active EE | $2,051 | $5,732-64.2% | $5,054-59.4% | $6,691-69.4% |
| Admin fee / account holder | $1,402 | $13,335-89.5% | $9,455-85.2% | $13,402-89.5% |