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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 | $69,444-37.0% | $92,985-52.9% | $87,485-50.0% |
| Participation rate | 95.7% | 63.3%+32.4pp | 69.5%+26.2pp | 68.9%+26.8pp |
| Annual return | 15.00% | 23.85%-8.9pp | 27.99%-13.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,143 | $1,917+11.8% | $2,662-19.5% | $2,596-17.5% |
| Participant deferral / active EE | $2,915 | $3,364-13.3% | $4,377-33.4% | $4,274-31.8% |
| Admin fee / account holder | $1,342 | $6,137-78.1% | $9,463-85.8% | $7,775-82.7% |