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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 | $75,541-59.6% | $152,093-79.9% | $82,637-63.0% |
| Participation rate | 77.0% | 66.5%+10.5pp | 77.8%-0.7pp | 68.1%+9.0pp |
| Annual return | 22.50% | 32.56%-10.1pp | 66.36%-43.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $1,230 | $2,622-53.1% | $4,175-70.5% | $2,552-51.8% |
| Participant deferral / active EE | $5,031 | $3,206+56.9% | $5,451-7.7% | $4,126+21.9% |
| Admin fee / account holder | $2,060 | $6,405-67.8% | $14,497-85.8% | $7,339-71.9% |