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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 | $24,955 | $167,522-85.1% | $151,639-83.5% | $134,532-81.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 9.35% | 7.81%+1.5pp | 3.34%+6.0pp | 418.27%-408.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,449 | $8,986-28.2% | $8,363-22.9% | $6,401+0.7% |
| Admin fee / account holder | $3,423 | $13,780-75.2% | $11,613-70.5% | $11,429-70.0% |