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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 | $188,154 | $165,381+13.8% | $149,730+25.7% | $158,966+18.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.43% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,465 | $7,182-37.8% | $6,843-34.7% | $5,983-25.4% |
| Admin fee / account holder | $16,261 | $10,809+50.4% | $9,310+74.7% | $11,250+44.5% |