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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 | $110,629 | $138,312-20.0% | $122,979-10.0% | $155,188-28.7% |
| Participation rate | 90.9% | 80.2%+10.7pp | 77.2%+13.7pp | 80.8%+10.1pp |
| Annual return | 12.26% | 22.06%-9.8pp | 20.12%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,027 | $5,592-63.7% | $5,003-59.5% | $6,531-69.0% |
| Admin fee / account holder | $1,053 | $15,089-93.0% | $12,864-91.8% | $14,480-92.7% |