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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 | $71,197-70.4% | $93,669-77.5% | $80,925-74.0% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.7%+17.0pp |
| Annual return | 10.27% | 11.27%-1.0pp | 133.59%-123.3pp | 35.65%-25.4pp |
| Employer contribution / active EE | $6,300 | $1,565+302.7% | $2,424+160.0% | $2,756+128.6% |
| Participant deferral / active EE | $2,636 | $4,036-34.7% | $4,416-40.3% | $4,299-38.7% |
| Admin fee / account holder | $924 | $6,959-86.7% | $8,291-88.9% | $6,940-86.7% |