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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 | $88,447 | $199,109-55.6% | $173,730-49.1% | $154,746-42.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 14.63% | 20.02%-5.4pp | 19.96%-5.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,317 | $7,113-67.4% | $6,326-63.4% | $6,730-65.6% |
| Admin fee / account holder | $1,020 | $20,916-95.1% | $17,523-94.2% | $14,365-92.9% |