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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 | $73,010 | $178,174-59.0% | $156,181-53.3% | $137,256-46.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 10.21% | 84.19%-74.0pp | 64.87%-54.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,918 | $6,888-57.6% | $6,132-52.4% | $6,407-54.5% |
| Admin fee / account holder | $5,773 | $17,404-66.8% | $14,586-60.4% | $12,270-53.0% |