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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 | $190,280 | $174,379+9.1% | $152,093+25.1% | $138,895+37.0% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 18.34% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,963 | $6,159-3.2% | $5,451+9.4% | $6,396-6.8% |
| Admin fee / account holder | $3,358 | $16,880-80.1% | $14,497-76.8% | $12,562-73.3% |