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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 | $60,834 | $95,453-36.3% | $112,040-45.7% | $82,448-26.2% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.5%0pp | 68.1%+8.4pp |
| Annual return | 20.41% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $5,882 | $2,318+153.8% | $2,954+99.1% | $2,551+130.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,058 | $9,013-55.0% | $12,098-66.5% | $7,234-43.9% |