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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 | $71,092 | $102,609-30.7% | $98,090-27.5% | $138,895-48.8% |
| Participation rate | 82.4% | 82.8%-0.4pp | 81.5%+0.8pp | 79.9%+2.4pp |
| Annual return | 18.11% | 36.44%-18.3pp | 37.05%-18.9pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,487 | $8,167+28.4% | $7,845+33.7% | $6,396+64.0% |
| Admin fee / account holder | $3,054 | $11,434-73.3% | $11,815-74.2% | $12,562-75.7% |