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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 | $50,092 | $100,970-50.4% | $96,576-48.1% | $137,256-63.5% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 16.11% | 38.16%-22.0pp | 38.47%-22.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,912 | $8,286+7.6% | $7,956+12.0% | $6,407+39.1% |
| Admin fee / account holder | $15,116 | $11,312+33.6% | $11,381+32.8% | $12,270+23.2% |