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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 | $125,910 | $135,956-7.4% | $123,894+1.6% | $273,972-54.0% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,659 | $5,170-67.9% | $4,617-64.1% | $4,869-65.9% |
| Participant deferral / active EE | $4,723 | $6,343-25.5% | $5,984-21.1% | $5,287-10.7% |
| Admin fee / account holder | $29,421 | $9,817+199.7% | $8,357+252.0% | $10,133+190.4% |