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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 | $98,543 | $113,941-13.5% | $94,229+4.6% | $125,389-21.4% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -1.50% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,881 | $5,179+32.9% | $4,320+59.3% | $5,352+28.6% |
| Admin fee / account holder | $1,003 | $8,392-88.0% | $6,269-84.0% | $9,541-89.5% |