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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 | $32,737 | $86,940-62.3% | $102,434-68.0% | $80,935-59.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.61% | 18.89%-6.3pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,137 | $2,370+32.4% | $3,023+3.8% | $2,757+13.8% |
| Participant deferral / active EE | $5,063 | $4,121+22.8% | $5,055+0.2% | $4,299+17.7% |
| Admin fee / account holder | $1,034 | $8,047-87.2% | $9,462-89.1% | $6,924-85.1% |