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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 | $102,609-51.2% | $98,090-48.9% | $138,895-63.9% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 16.11% | 36.44%-20.3pp | 37.05%-20.9pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,912 | $8,167+9.1% | $7,845+13.6% | $6,396+39.3% |
| Admin fee / account holder | $15,116 | $11,434+32.2% | $11,815+27.9% | $12,562+20.3% |