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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 | $105,153 | $96,558+8.9% | $80,977+29.9% | $273,972-61.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.76% | 15.14%-12.4pp | 17.11%-14.3pp | 41.46%-38.7pp |
| Employer contribution / active EE | $1,500 | $4,869-69.2% | $3,715-59.6% | $4,869-69.2% |
| Participant deferral / active EE | $3,000 | $6,598-54.5% | $5,696-47.3% | $5,287-43.3% |
| Admin fee / account holder | $17,496 | $7,493+133.5% | $5,517+217.1% | $10,133+72.7% |