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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 | $30,334 | $54,757-44.6% | $90,304-66.4% | $72,975-58.4% |
| Participation rate | 73.8% | 65.2%+8.7pp | 73.3%+0.5pp | 69.5%+4.3pp |
| Annual return | 27.87% | 30.63%-2.8pp | 78.13%-50.3pp | 81.01%-53.1pp |
| Employer contribution / active EE | $2,110 | $2,093+0.8% | $2,855-26.1% | $2,440-13.5% |
| Participant deferral / active EE | $6,485 | $2,887+124.6% | $3,885+66.9% | $3,608+79.8% |
| Admin fee / account holder | $350 | $3,973-91.2% | $5,354-93.5% | $5,124-93.2% |