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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 | $139,277 | $174,379-20.1% | $152,093-8.4% | $138,895+0.3% |
| Participation rate | 95.2% | 81.6%+13.6pp | 77.8%+17.5pp | 79.9%+15.3pp |
| Annual return | 16.49% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,216 | $6,159-15.3% | $5,451-4.3% | $6,396-18.4% |
| Admin fee / account holder | $2,794 | $16,880-83.5% | $14,497-80.7% | $12,562-77.8% |