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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 | $117,904-78.9% | $102,457-75.7% | $145,978-82.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 11.31% | 31.80%-20.5pp | 29.41%-18.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $1,937 | $3,613-46.4% | $3,022-35.9% | $4,662-58.4% |
| Participant deferral / active EE | $2,051 | $5,733-64.2% | $5,054-59.4% | $6,690-69.3% |
| Admin fee / account holder | $1,402 | $13,329-89.5% | $9,451-85.2% | $13,400-89.5% |