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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 | $77,4490% | $69,483+11.5% | $152,909-49.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 27.23% | 39.09%-11.9pp | 28.99%-1.8pp | 345.46%-318.2pp |
| Employer contribution / active EE | $881 | $3,316-73.4% | $2,780-68.3% | $4,764-81.5% |
| Participant deferral / active EE | $1,006 | $4,415-77.2% | $3,537-71.5% | $5,851-82.8% |
| Admin fee / account holder | $1,461 | $6,210-76.5% | $3,841-62.0% | $11,601-87.4% |