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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 | $90,771 | $60,393+50.3% | $81,820+10.9% | $74,429+22.0% |
| Participation rate | 70.1% | 62.9%+7.2pp | 72.4%-2.3pp | 67.2%+2.9pp |
| Annual return | 12.28% | 16.89%-4.6pp | 777.93%-765.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,036 | $2,626-60.6% | $2,915-64.5% | $2,625-60.5% |
| Participant deferral / active EE | $1,726 | $3,397-49.2% | $4,323-60.1% | $4,348-60.3% |
| Admin fee / account holder | $12,514 | $1,491+739.5% | $7,391+69.3% | $1,944+543.6% |