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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 | $202,216 | $197,819+2.2% | $155,789+29.8% | $125,388+61.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | 2.49% | 86.73%-84.2pp | 71.54%-69.0pp | 282.24%-279.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,396 | $5,631-21.9% | $4,798-8.4% | $5,352-17.9% |
| Admin fee / account holder | $2,436 | $9,544-74.5% | $7,477-67.4% | $9,541-74.5% |