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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 | $28,973 | $76,519-62.1% | $56,025-48.3% | $145,897-80.1% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.3pp | 80.3%+1.5pp |
| Annual return | 7.32% | 3017.03%-3009.7pp | 1712.69%-1705.4pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,040 | $1,383-24.8% | $1,042-0.2% | $4,663-77.7% |
| Participant deferral / active EE | $2,858 | $2,624+8.9% | $1,955+46.2% | $6,689-57.3% |
| Admin fee / account holder | $27,662 | $3,331+730.5% | $2,828+878.0% | $13,390+106.6% |