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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 | $67,172 | $165,399-59.4% | $149,745-55.1% | $158,982-57.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 10.09% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.9pp |
| Employer contribution / active EE | $4,780 | $5,105-6.4% | $4,646+2.9% | $4,763+0.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,425 | $10,811-68.3% | $9,312-63.2% | $11,252-69.6% |