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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 | $76,653 | $58,577+30.9% | $83,323-8.0% | $64,181+19.4% |
| Participation rate | 96.0% | 72.0%+24.0pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | 10.20% | 9.65%+0.5pp | 10.63%-0.4pp | 7.63%+2.6pp |
| Employer contribution / active EE | $1,882 | $2,098-10.3% | $3,379-44.3% | $2,381-21.0% |
| Participant deferral / active EE | $2,617 | $4,654-43.8% | $5,565-53.0% | $3,470-24.6% |
| Admin fee / account holder | $1,235 | $9,275-86.7% | $7,539-83.6% | $4,887-74.7% |