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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 | $83,830 | $100,970-17.0% | $96,576-13.2% | $137,256-38.9% |
| Participation rate | 79.2% | 82.6%-3.4pp | 81.4%-2.3pp | 80.0%-0.8pp |
| Annual return | 15.54% | 38.16%-22.6pp | 38.47%-22.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,666 | $8,286-31.6% | $7,956-28.8% | $6,407-11.6% |
| Admin fee / account holder | $3,489 | $11,312-69.2% | $11,381-69.3% | $12,270-71.6% |