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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 | $55,704 | $56,894-2.1% | $84,753-34.3% | $62,881-11.4% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 6.26% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $862 | $2,400-64.1% | $3,574-75.9% | $2,281-62.2% |
| Participant deferral / active EE | $2,950 | $2,709+8.9% | $3,712-20.5% | $3,203-7.9% |
| Admin fee / account holder | $1,247 | $3,581-65.2% | $5,333-76.6% | $4,296-71.0% |