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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 | $60,733 | $77,638-21.8% | $156,551-61.2% | $62,881-3.4% |
| Participation rate | 98.3% | 71.2%+27.1pp | 84.0%+14.3pp | 69.3%+29.0pp |
| Annual return | 8.82% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,822 | $3,444+40.0% | $5,501-12.3% | $2,281+111.4% |
| Participant deferral / active EE | $4,271 | $3,046+40.2% | $4,871-12.3% | $3,203+33.3% |
| Admin fee / account holder | $937 | $5,561-83.2% | $13,028-92.8% | $4,296-78.2% |