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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 | $89,153 | $162,136-45.0% | $152,301-41.5% | $154,746-42.4% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 13.68% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,602 | $8,341+27.1% | $8,004+32.5% | $6,730+57.5% |
| Admin fee / account holder | $19,010 | $15,759+20.6% | $14,398+32.0% | $14,365+32.3% |