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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 | $59,662 | $65,082-8.3% | $81,367-26.7% | $59,6330% |
| Participation rate | 93.8% | 76.0%+17.8pp | 82.3%+11.5pp | 68.7%+25.1pp |
| Annual return | 1.84% | 1.16%+0.7pp | -0.92%+2.8pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $2,604 | $2,934-11.2% | $3,930-33.7% | $2,203+18.2% |
| Participant deferral / active EE | $2,966 | $4,083-27.4% | $5,383-44.9% | $3,192-7.1% |
| Admin fee / account holder | $2,841 | $7,582-62.5% | $8,926-68.2% | $4,297-33.9% |