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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 | $163,898 | $154,228+6.3% | $145,433+12.7% | $137,256+19.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 15.94% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,502 | $8,216+40.0% | $7,897+45.6% | $6,407+79.5% |
| Admin fee / account holder | $6,438 | $14,344-55.1% | $13,129-51.0% | $12,270-47.5% |