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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 | $49,524 | $56,894-13.0% | $84,753-41.6% | $62,881-21.2% |
| Participation rate | 97.0% | 68.5%+28.4pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 6.87% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,513 | $2,400-36.9% | $3,574-57.7% | $2,281-33.7% |
| Participant deferral / active EE | $3,939 | $2,709+45.4% | $3,712+6.1% | $3,203+23.0% |
| Admin fee / account holder | $4,203 | $3,581+17.4% | $5,333-21.2% | $4,296-2.2% |