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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 | $44,838 | $135,956-67.0% | $123,894-63.8% | $273,972-83.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 10.17% | 56.63%-46.5pp | 47.52%-37.3pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,662 | $6,343-26.5% | $5,984-22.1% | $5,287-11.8% |
| Admin fee / account holder | $524 | $9,817-94.7% | $8,357-93.7% | $10,133-94.8% |