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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 | $143,091 | $64,716+121.1% | $112,258+27.5% | $68,495+108.9% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -12.06% | -11.40%-0.7pp | 27.47%-39.5pp | -7.84%-4.2pp |
| Employer contribution / active EE | $8,738 | $2,746+218.2% | $3,636+140.3% | $2,596+236.5% |
| Participant deferral / active EE | $9,240 | $3,565+159.2% | $4,728+95.4% | $4,028+129.4% |
| Admin fee / account holder | $4,700 | $5,232-10.2% | $6,411-26.7% | $5,403-13.0% |