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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 | $170,834 | $154,228+10.8% | $145,433+17.5% | $137,256+24.5% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 13.53% | 74.59%-61.1pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,038 | $8,216+131.7% | $7,897+141.1% | $6,407+197.1% |
| Admin fee / account holder | $19,959 | $14,344+39.1% | $13,129+52.0% | $12,270+62.7% |