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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 | $30,593 | $81,487-62.5% | $102,412-70.1% | $80,935-62.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 24.86% | 25.60%-0.7pp | 24.94%-0.1pp | 35.66%-10.8pp |
| Employer contribution / active EE | $2,075 | $3,103-33.1% | $3,870-46.4% | $2,757-24.7% |
| Participant deferral / active EE | $3,549 | $3,871-8.3% | $5,060-29.9% | $4,299-17.4% |
| Admin fee / account holder | $519 | $6,717-92.3% | $8,388-93.8% | $6,924-92.5% |