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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 | $162,136+5.4% | $152,301+12.2% | $154,746+10.4% |
| Participation rate | 91.3% | 84.1%+7.2pp | 82.4%+8.9pp | 80.7%+10.6pp |
| Annual return | 13.53% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,038 | $8,341+128.2% | $8,004+137.9% | $6,730+182.9% |
| Admin fee / account holder | $19,959 | $15,759+26.6% | $14,398+38.6% | $14,365+38.9% |