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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 | $180,213 | $181,062-0.5% | $158,223+13.9% | $155,188+16.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 19.39% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,111 | $4,565-75.7% | $4,109-73.0% | $4,248-73.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $976 | $18,825-94.8% | $16,047-93.9% | $14,480-93.3% |