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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 | $74,621 | $174,379-57.2% | $152,093-50.9% | $138,895-46.3% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 15.29% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,147 | $6,159+48.5% | $5,451+67.8% | $6,396+43.0% |
| Admin fee / account holder | $2,812 | $16,880-83.3% | $14,497-80.6% | $12,562-77.6% |