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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 | $30,151 | $72,273-58.3% | $101,275-70.2% | $79,856-62.2% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 10.82% | 22.30%-11.5pp | 46.48%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,180 | $2,691+18.2% | $3,660-13.1% | $2,471+28.7% |
| Participant deferral / active EE | $2,581 | $3,282-21.3% | $4,371-40.9% | $3,741-31.0% |
| Admin fee / account holder | $1,013 | $4,401-77.0% | $5,948-83.0% | $5,306-80.9% |