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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 | $81,2760% | $155,574-47.8% | $80,925+0.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.05% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $4,109 | $3,103+32.4% | $4,676-12.1% | $2,756+49.1% |
| Participant deferral / active EE | $9,296 | $3,453+169.2% | $5,629+65.1% | $4,299+116.3% |
| Admin fee / account holder | $8,517 | $7,993+6.5% | $15,914-46.5% | $6,940+22.7% |