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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 | $39,555 | $56,894-30.5% | $84,753-53.3% | $62,881-37.1% |
| Participation rate | 93.9% | 68.5%+25.4pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 4.41% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,562 | $2,400-34.9% | $3,574-56.3% | $2,281-31.5% |
| Participant deferral / active EE | $3,570 | $2,709+31.8% | $3,712-3.8% | $3,203+11.5% |
| Admin fee / account holder | $424 | $3,581-88.2% | $5,333-92.1% | $4,296-90.1% |