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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 | $88,225 | $156,398-43.6% | $147,318-40.1% | $138,895-36.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 20.55% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,900 | $8,237-40.5% | $7,906-38.0% | $6,396-23.4% |
| Admin fee / account holder | $893 | $14,976-94.0% | $13,708-93.5% | $12,562-92.9% |