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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 | $163,810 | $156,398+4.7% | $147,318+11.2% | $138,895+17.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.98% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,653 | $8,237+5.0% | $7,906+9.4% | $6,396+35.3% |
| Admin fee / account holder | $4,285 | $14,976-71.4% | $13,708-68.7% | $12,562-65.9% |