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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 | $144,014 | $154,228-6.6% | $145,433-1.0% | $137,256+4.9% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 21.65% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,602 | $8,216+65.5% | $7,897+72.2% | $6,407+112.3% |
| Admin fee / account holder | $2,159 | $14,344-84.9% | $13,129-83.6% | $12,270-82.4% |