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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 | $84,784 | $153,774-44.9% | $133,981-36.7% | $273,968-69.1% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.1%-4.7pp | 83.0%-0.7pp |
| Annual return | 9.21% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,074 | $6,958+1.7% | $6,282+12.6% | $5,287+33.8% |
| Admin fee / account holder | $4,317 | $11,765-63.3% | $9,324-53.7% | $10,132-57.4% |