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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 | $156,398+14.9% | $147,318+22.0% | $138,895+29.4% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 15.11% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,799 | $8,237+6.8% | $7,906+11.3% | $6,396+37.6% |
| Admin fee / account holder | $3,979 | $14,976-73.4% | $13,708-71.0% | $12,562-68.3% |