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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 | $77,473 | $77,419+0.1% | $69,461+11.5% | $152,885-49.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 27.23% | 39.07%-11.8pp | 28.97%-1.7pp | 345.39%-318.2pp |
| Employer contribution / active EE | $881 | $3,315-73.4% | $2,779-68.3% | $4,763-81.5% |
| Participant deferral / active EE | $1,006 | $4,414-77.2% | $3,536-71.5% | $5,851-82.8% |
| Admin fee / account holder | $1,461 | $6,207-76.5% | $3,840-62.0% | $11,598-87.4% |