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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 | $47,750 | $56,894-16.1% | $84,753-43.7% | $62,881-24.1% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 6.81% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,934 | $2,400+22.3% | $3,574-17.9% | $2,281+28.6% |
| Participant deferral / active EE | $1,652 | $2,709-39.0% | $3,712-55.5% | $3,203-48.4% |
| Admin fee / account holder | $1,206 | $3,581-66.3% | $5,333-77.4% | $4,296-71.9% |