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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 | $41,270 | $43,075-4.2% | $74,577-44.7% | $62,881-34.4% |
| Participation rate | 98.1% | 58.1%+40.0pp | 68.1%+30.0pp | 69.3%+28.8pp |
| Annual return | 19.30% | 17.50%+1.8pp | 20.47%-1.2pp | 20.14%-0.8pp |
| Employer contribution / active EE | $2,755 | $1,498+84.0% | $2,525+9.1% | $2,281+20.8% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,171 | $2,840-23.6% | $4,138-47.5% | $4,296-49.5% |