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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 | $31,286 | $76,608-59.2% | $56,077-44.2% | $145,877-78.6% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 8.91% | 3009.59%-3000.7pp | 1709.28%-1700.4pp | 551.28%-542.4pp |
| Employer contribution / active EE | $936 | $1,382-32.3% | $1,040-10.1% | $4,663-79.9% |
| Participant deferral / active EE | $8,603 | $2,624+227.8% | $1,954+340.3% | $6,691+28.6% |
| Admin fee / account holder | $182,776 | $3,325+5397.0% | $2,825+6370.2% | $13,402+1263.8% |