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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 | $28,792 | $54,162-46.8% | $68,612-58.0% | $64,173-55.1% |
| Participation rate | 70.4% | 68.1%+2.3pp | 72.2%-1.9pp | 69.6%+0.8pp |
| Annual return | 70.17% | -1.62%+71.8pp | -4.63%+74.8pp | 7.63%+62.5pp |
| Employer contribution / active EE | $2,532 | $1,846+37.2% | $2,625-3.5% | $2,381+6.3% |
| Participant deferral / active EE | $4,765 | $2,626+81.4% | $3,311+43.9% | $3,470+37.3% |
| Admin fee / account holder | $4,761 | $4,029+18.2% | $5,131-7.2% | $4,887-2.6% |