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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 | $62,478 | $202,440-69.1% | $169,390-63.1% | $139,466-55.2% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 10.95% | 532.36%-521.4pp | 406.07%-395.1pp | 373.66%-362.7pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,849 | $6,940-15.7% | $6,222-6.0% | $6,712-12.9% |
| Admin fee / account holder | $5,148 | $10,722-52.0% | $9,015-42.9% | $11,409-54.9% |