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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 | $74,582 | $135,956-45.1% | $123,894-39.8% | $273,972-72.8% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 12.32% | 56.63%-44.3pp | 47.52%-35.2pp | 41.46%-29.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,930 | $6,343+56.6% | $5,984+65.9% | $5,287+87.8% |
| Admin fee / account holder | $13,911 | $9,817+41.7% | $8,357+66.5% | $10,133+37.3% |