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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 | $133,145 | $135,956-2.1% | $123,894+7.5% | $273,972-51.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.63% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $6,124 | $5,170+18.5% | $4,617+32.6% | $4,869+25.8% |
| Participant deferral / active EE | $9,022 | $6,343+42.2% | $5,984+50.8% | $5,287+70.6% |
| Admin fee / account holder | $54,247 | $9,817+452.6% | $8,357+549.1% | $10,133+435.4% |