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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 | $28,911 | $81,749-64.6% | $58,544-50.6% | $139,456-79.3% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.4pp | 80.3%+12.0pp |
| Annual return | 10.77% | 7425.45%-7414.7pp | 4249.56%-4238.8pp | 373.45%-362.7pp |
| Employer contribution / active EE | $2,579 | $1,398+84.5% | $1,053+144.9% | $4,753-45.7% |
| Participant deferral / active EE | $4,190 | $2,555+64.0% | $1,923+117.9% | $6,711-37.6% |
| Admin fee / account holder | $16,324 | $3,272+398.9% | $2,520+547.9% | $11,407+43.1% |