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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 | $33,847 | $77,472-56.3% | $100,415-66.3% | $80,959-58.2% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.7%+29.6pp |
| Annual return | 29.50% | 37.26%-7.8pp | 49.47%-20.0pp | 35.67%-6.2pp |
| Employer contribution / active EE | $3,707 | $2,800+32.4% | $3,943-6.0% | $2,757+34.5% |
| Participant deferral / active EE | $6,284 | $6,818-7.8% | $8,091-22.3% | $4,300+46.1% |
| Admin fee / account holder | $1,137 | $5,885-80.7% | $7,906-85.6% | $6,925-83.6% |