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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 | $70,132 | $39,132+79.2% | $57,196+22.6% | $62,881+11.5% |
| Participation rate | 97.6% | 70.5%+27.1pp | 75.3%+22.3pp | 69.3%+28.3pp |
| Annual return | 10.53% | 9.24%+1.3pp | 14.59%-4.1pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,015 | $1,874+7.5% | $2,683-24.9% | $2,281-11.7% |
| Participant deferral / active EE | $2,446 | $2,374+3.0% | $3,096-21.0% | $3,203-23.6% |
| Admin fee / account holder | $757 | $2,594-70.8% | $3,141-75.9% | $4,296-82.4% |