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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 | $62,551 | $135,905-54.0% | $126,068-50.4% | $198,609-68.5% |
| Participation rate | 95.0% | 85.6%+9.4pp | 84.7%+10.3pp | 82.4%+12.6pp |
| Annual return | 15.61% | 14.07%+1.5pp | 15.01%+0.6pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,756 | $4,245-58.6% | $3,968-55.8% | $5,055-65.3% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $21,639 | $21,036+2.9% | $18,264+18.5% | $19,030+13.7% |