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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 | $59,647 | $40,264+48.1% | $57,349+4.0% | $59,6330% |
| Participation rate | 79.4% | 69.2%+10.3pp | 75.1%+4.3pp | 68.7%+10.7pp |
| Annual return | 0.67% | 27.51%-26.8pp | 24.40%-23.7pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $2,064 | $1,922+7.4% | $2,689-23.2% | $2,203-6.3% |
| Participant deferral / active EE | $3,646 | $2,400+51.9% | $3,162+15.3% | $3,192+14.2% |
| Admin fee / account holder | $1,478 | $2,819-47.6% | $3,356-56.0% | $4,297-65.6% |