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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 | $156,398+4.8% | $147,318+11.3% | $138,895+18.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 15.94% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,502 | $8,237+39.6% | $7,906+45.5% | $6,396+79.8% |
| Admin fee / account holder | $6,438 | $14,976-57.0% | $13,708-53.0% | $12,562-48.8% |