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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 | $179,692 | $162,136+10.8% | $152,301+18.0% | $154,746+16.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 15.11% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,799 | $8,341+5.5% | $8,004+9.9% | $6,730+30.7% |
| Admin fee / account holder | $3,979 | $15,759-74.8% | $14,398-72.4% | $14,365-72.3% |