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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 | $30,775 | $53,774-42.8% | $134,162-77.1% | $79,852-61.5% |
| Participation rate | 72.7% | 58.8%+14.0pp | 72.2%+0.5pp | 69.6%+3.1pp |
| Annual return | 14.23% | 19.01%-4.8pp | 36.35%-22.1pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,107 | $1,322-16.2% | $3,705-70.1% | $2,471-55.2% |
| Participant deferral / active EE | $3,640 | $2,420+50.4% | $3,500+4.0% | $3,740-2.7% |
| Admin fee / account holder | $1,577 | $3,985-60.4% | $6,685-76.4% | $5,306-70.3% |