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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 | $60,261+50.6% | $81,783+11.0% | $74,546+21.8% |
| Participation rate | 70.1% | 62.9%+7.2pp | 72.4%-2.3pp | 67.2%+2.9pp |
| Annual return | 12.28% | 16.88%-4.6pp | 775.05%-762.8pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $1,036 | $2,622-60.5% | $2,913-64.4% | $2,624-60.5% |
| Participant deferral / active EE | $1,726 | $3,388-49.1% | $4,320-60.1% | $4,347-60.3% |
| Admin fee / account holder | $12,514 | $1,482+744.2% | $7,380+69.6% | $1,944+543.9% |