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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 | $44,663 | $213,785-79.1% | $185,441-75.9% | $155,188-71.2% |
| Participation rate | 70.0% | 83.2%-13.2pp | 80.3%-10.3pp | 80.8%-10.8pp |
| Annual return | 16.19% | 19.97%-3.8pp | 20.16%-4.0pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,122 | $6,864+105.7% | $6,152+129.6% | $6,531+116.2% |
| Admin fee / account holder | $18,052 | $21,134-14.6% | $17,890+0.9% | $14,480+24.7% |