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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 | $32,670 | $90,607-63.9% | $79,467-58.9% | $135,380-75.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 7.21% | 977.74%-970.5pp | 718.30%-711.1pp | 519.81%-512.6pp |
| Employer contribution / active EE | $1,094 | $3,068-64.3% | $2,800-60.9% | $4,779-77.1% |
| Participant deferral / active EE | $6,127 | $4,050+51.3% | $3,704+65.4% | $5,609+9.2% |
| Admin fee / account holder | $971 | $5,895-83.5% | $5,104-81.0% | $10,828-91.0% |