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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 | $45,407 | $56,894-20.2% | $84,753-46.4% | $62,881-27.8% |
| Participation rate | 97.4% | 68.5%+28.9pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 6.63% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,142 | $2,400+72.6% | $3,574+15.9% | $2,281+81.6% |
| Participant deferral / active EE | $3,240 | $2,709+19.6% | $3,712-12.7% | $3,203+1.2% |
| Admin fee / account holder | $759 | $3,581-78.8% | $5,333-85.8% | $4,296-82.3% |