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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 | $30,554 | $86,050-64.5% | $189,758-83.9% | $94,015-67.5% |
| Participation rate | 77.0% | 68.9%+8.1pp | 79.8%-2.7pp | 70.8%+6.2pp |
| Annual return | 22.50% | 17.77%+4.7pp | 52.62%-30.1pp | 17.84%+4.7pp |
| Employer contribution / active EE | $1,230 | $2,819-56.4% | $4,767-74.2% | $2,790-55.9% |
| Participant deferral / active EE | $5,031 | $3,349+50.2% | $5,856-14.1% | $4,249+18.4% |
| Admin fee / account holder | $2,060 | $6,627-68.9% | $20,388-89.9% | $8,951-77.0% |