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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 | $77,309 | $254,759-69.7% | $216,567-64.3% | $198,609-61.1% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 10.07% | 10.04%0pp | 12.94%-2.9pp | 202.70%-192.6pp |
| Employer contribution / active EE | $4,167 | $6,096-31.7% | $5,216-20.1% | $5,055-17.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $27,412 | $26,311+4.2% | $21,981+24.7% | $19,030+44.0% |