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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 | $71,230-70.4% | $93,727-77.5% | $80,959-74.0% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.7%+16.9pp |
| Annual return | 10.27% | 11.26%-1.0pp | 133.83%-123.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $6,300 | $1,565+302.5% | $2,421+160.2% | $2,757+128.5% |
| Participant deferral / active EE | $2,636 | $4,037-34.7% | $4,417-40.3% | $4,300-38.7% |
| Admin fee / account holder | $924 | $6,961-86.7% | $8,292-88.9% | $6,925-86.7% |