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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 | $92,668 | $138,312-33.0% | $122,979-24.6% | $155,188-40.3% |
| Participation rate | 95.8% | 80.2%+15.6pp | 77.2%+18.6pp | 80.8%+15.0pp |
| Annual return | 11.07% | 22.06%-11.0pp | 20.12%-9.0pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,316 | $5,592-4.9% | $5,003+6.3% | $6,531-18.6% |
| Admin fee / account holder | $17,722 | $15,089+17.4% | $12,864+37.8% | $14,480+22.4% |