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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 | $43,772 | $76,564-42.8% | $105,582-58.5% | $94,015-53.4% |
| Participation rate | 95.7% | 65.2%+30.5pp | 71.8%+23.9pp | 70.8%+24.9pp |
| Annual return | 15.00% | 20.69%-5.7pp | 18.61%-3.6pp | 17.84%-2.8pp |
| Employer contribution / active EE | $2,143 | $1,995+7.4% | $2,984-28.2% | $2,790-23.2% |
| Participant deferral / active EE | $2,915 | $3,320-12.2% | $4,353-33.0% | $4,249-31.4% |
| Admin fee / account holder | $1,342 | $7,129-81.2% | $12,856-89.6% | $8,951-85.0% |