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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 | $149,812 | $165,381-9.4% | $149,730+0.1% | $158,966-5.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 17.09% | 348.29%-331.2pp | 276.70%-259.6pp | 302.95%-285.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,651 | $7,182+20.4% | $6,843+26.4% | $5,983+44.6% |
| Admin fee / account holder | $10,919 | $10,809+1.0% | $9,310+17.3% | $11,250-2.9% |