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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 | $33,180 | $67,602-50.9% | $82,312-59.7% | $70,126-52.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.03% | 21.57%-0.5pp | 25.88%-4.8pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,294 | $1,755+30.7% | $2,428-5.5% | $2,343-2.1% |
| Participant deferral / active EE | $3,794 | $2,987+27.0% | $3,706+2.4% | $3,332+13.9% |
| Admin fee / account holder | $1,002 | $4,512-77.8% | $5,608-82.1% | $4,645-78.4% |