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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 | $46,104 | $56,894-19.0% | $84,753-45.6% | $62,881-26.7% |
| Participation rate | 79.7% | 68.5%+11.2pp | 76.6%+3.1pp | 69.3%+10.4pp |
| Annual return | 14.20% | 6.30%+7.9pp | 22.78%-8.6pp | 20.14%-5.9pp |
| Employer contribution / active EE | $2,244 | $2,400-6.5% | $3,574-37.2% | $2,281-1.6% |
| Participant deferral / active EE | $4,559 | $2,709+68.3% | $3,712+22.8% | $3,203+42.3% |
| Admin fee / account holder | $2,862 | $3,581-20.1% | $5,333-46.3% | $4,296-33.4% |