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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 | $67,377 | $100,970-33.3% | $96,576-30.2% | $137,256-50.9% |
| Participation rate | 82.6% | 82.6%0pp | 81.4%+1.2pp | 80.0%+2.6pp |
| Annual return | 13.48% | 38.16%-24.7pp | 38.47%-25.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,296 | $8,286+12.2% | $7,956+16.8% | $6,407+45.1% |
| Admin fee / account holder | $11,001 | $11,312-2.8% | $11,381-3.3% | $12,270-10.3% |