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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 | $152,461 | $181,062-15.8% | $158,223-3.6% | $155,188-1.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 21.74% | 57.39%-35.6pp | 52.09%-30.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,473 | $6,134+5.5% | $5,467+18.4% | $6,531-0.9% |
| Admin fee / account holder | $1,646 | $18,825-91.3% | $16,047-89.7% | $14,480-88.6% |