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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 | $38,203 | $74,535-48.7% | $100,712-62.1% | $82,637-53.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 31.42% | 18.92%+12.5pp | 33.27%-1.8pp | 53.51%-22.1pp |
| Employer contribution / active EE | $2,681 | $1,503+78.4% | $2,313+15.9% | $2,552+5.0% |
| Participant deferral / active EE | $4,336 | $3,074+41.1% | $4,085+6.1% | $4,126+5.1% |
| Admin fee / account holder | $2,396 | $6,576-63.6% | $9,256-74.1% | $7,339-67.3% |