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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 | $229,868 | $111,814+105.6% | $103,374+122.4% | $145,959+57.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.61% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,500 | $4,214-64.4% | $3,869-61.2% | $4,661-67.8% |
| Participant deferral / active EE | $3,000 | $5,618-46.6% | $5,058-40.7% | $6,689-55.1% |
| Admin fee / account holder | $6,751 | $9,754-30.8% | $8,394-19.6% | $13,398-49.6% |