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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 | $33,840 | $58,493-42.1% | $84,023-59.7% | $72,976-53.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 32.29% | 28.93%+3.4pp | 71.32%-39.0pp | 81.02%-48.7pp |
| Employer contribution / active EE | $2,145 | $1,163+84.5% | $1,984+8.1% | $2,440-12.1% |
| Participant deferral / active EE | $3,308 | $2,394+38.2% | $3,239+2.1% | $3,608-8.3% |
| Admin fee / account holder | $1,114 | $4,569-75.6% | $6,102-81.8% | $5,124-78.3% |