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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 | $76,519-59.1% | $56,025-44.2% | $145,897-78.6% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 8.91% | 3017.03%-3008.1pp | 1712.69%-1703.8pp | 552.29%-543.4pp |
| Employer contribution / active EE | $936 | $1,383-32.4% | $1,042-10.2% | $4,663-79.9% |
| Participant deferral / active EE | $8,603 | $2,624+227.8% | $1,955+340.2% | $6,689+28.6% |
| Admin fee / account holder | $182,776 | $3,331+5387.5% | $2,828+6362.3% | $13,390+1265.0% |