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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 | $110,893 | $153,769-27.9% | $133,975-17.2% | $273,972-59.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 5.58% | 36.51%-30.9pp | 29.29%-23.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $15,828 | $6,958+127.5% | $6,282+152.0% | $5,287+199.4% |
| Admin fee / account holder | $1,208 | $11,765-89.7% | $9,324-87.0% | $10,133-88.1% |