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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 | $81,268 | $81,2330% | $155,567-47.8% | $80,874+0.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.05% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $4,109 | $3,101+32.5% | $4,674-12.1% | $2,756+49.1% |
| Participant deferral / active EE | $9,296 | $3,452+169.3% | $5,628+65.2% | $4,297+116.3% |
| Admin fee / account holder | $8,517 | $7,998+6.5% | $15,916-46.5% | $6,935+22.8% |