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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 | $47,416 | $56,894-16.7% | $84,753-44.1% | $62,881-24.6% |
| Participation rate | 94.0% | 68.5%+25.5pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 7.85% | 6.30%+1.5pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,893 | $2,400-21.1% | $3,574-47.0% | $2,281-17.0% |
| Participant deferral / active EE | $1,416 | $2,709-47.7% | $3,712-61.9% | $3,203-55.8% |
| Admin fee / account holder | $3,740 | $3,581+4.4% | $5,333-29.9% | $4,296-12.9% |