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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 | $44,350 | $56,894-22.0% | $84,753-47.7% | $62,881-29.5% |
| Participation rate | 93.6% | 68.5%+25.1pp | 76.6%+17.0pp | 69.3%+24.3pp |
| Annual return | 6.44% | 6.30%+0.1pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,152 | $2,400-10.3% | $3,574-39.8% | $2,281-5.7% |
| Participant deferral / active EE | $2,915 | $2,709+7.6% | $3,712-21.5% | $3,203-9.0% |
| Admin fee / account holder | $2,981 | $3,581-16.7% | $5,333-44.1% | $4,296-30.6% |