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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 | $31,744 | $72,273-56.1% | $101,275-68.7% | $79,856-60.2% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 22.27% | 22.30%0pp | 46.48%-24.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,374 | $2,691-11.8% | $3,660-35.1% | $2,471-3.9% |
| Participant deferral / active EE | $4,832 | $3,282+47.3% | $4,371+10.6% | $3,741+29.2% |
| Admin fee / account holder | $961 | $4,401-78.2% | $5,948-83.8% | $5,306-81.9% |