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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 | $163,890 | $174,379-6.0% | $152,093+7.8% | $138,895+18.0% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 12.75% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,650 | $6,159-40.7% | $5,451-33.0% | $6,396-42.9% |
| Admin fee / account holder | $1,655 | $16,880-90.2% | $14,497-88.6% | $12,562-86.8% |