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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 | $76,634-62.2% | $56,054-48.3% | $145,978-80.2% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.3pp | 80.3%+1.5pp |
| Annual return | 7.32% | 3004.33%-2997.0pp | 1705.95%-1698.6pp | 550.52%-543.2pp |
| Employer contribution / active EE | $1,040 | $1,380-24.7% | $1,039+0.1% | $4,662-77.7% |
| Participant deferral / active EE | $2,858 | $2,622+9.0% | $1,952+46.4% | $6,690-57.3% |
| Admin fee / account holder | $27,662 | $3,321+732.9% | $2,822+880.1% | $13,400+106.4% |