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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 | $72,331 | $154,228-53.1% | $145,433-50.3% | $137,256-47.3% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 30.26% | 74.59%-44.3pp | 66.58%-36.3pp | 220.34%-190.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,509 | $8,216+3.6% | $7,897+7.7% | $6,407+32.8% |
| Admin fee / account holder | $533 | $14,344-96.3% | $13,129-95.9% | $12,270-95.7% |