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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 | $88,653 | $102,609-13.6% | $98,090-9.6% | $138,895-36.2% |
| Participation rate | 76.9% | 82.8%-5.9pp | 81.5%-4.6pp | 79.9%-3.0pp |
| Annual return | 13.92% | 36.44%-22.5pp | 37.05%-23.1pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,161 | $8,167+12.2% | $7,845+16.8% | $6,396+43.2% |
| Admin fee / account holder | $1,051 | $11,434-90.8% | $11,815-91.1% | $12,562-91.6% |