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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 | $109,224 | $84,518+29.2% | $67,704+61.3% | $125,389-12.9% |
| Participation rate | 76.9% | 74.8%+2.1pp | 67.5%+9.4pp | 83.2%-6.3pp |
| Annual return | -2.69% | 2.57%-5.3pp | 25.41%-28.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,888 | $4,430+168.4% | $3,585+231.6% | $5,352+122.1% |
| Admin fee / account holder | $868 | $5,340-83.7% | $4,255-79.6% | $9,541-90.9% |