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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 | $21,073 | $71,057-70.3% | $93,654-77.5% | $80,874-73.9% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 10.27% | 11.26%-1.0pp | 133.34%-123.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $6,300 | $1,564+302.9% | $2,421+160.3% | $2,756+128.6% |
| Participant deferral / active EE | $2,636 | $4,034-34.6% | $4,413-40.3% | $4,297-38.6% |
| Admin fee / account holder | $924 | $6,944-86.7% | $8,282-88.8% | $6,935-86.7% |