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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 | $229,596 | $135,956+68.9% | $123,894+85.3% | $273,972-16.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,024 | $5,170-41.5% | $4,617-34.5% | $4,869-37.9% |
| Participant deferral / active EE | $6,037 | $6,343-4.8% | $5,984+0.9% | $5,287+14.2% |
| Admin fee / account holder | $4,237 | $9,817-56.8% | $8,357-49.3% | $10,133-58.2% |