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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 | $76,608-62.2% | $56,077-48.3% | $145,877-80.1% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.3pp | 80.3%+1.5pp |
| Annual return | 7.32% | 3009.59%-3002.3pp | 1709.28%-1702.0pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,040 | $1,382-24.8% | $1,040-0.1% | $4,663-77.7% |
| Participant deferral / active EE | $2,858 | $2,624+8.9% | $1,954+46.3% | $6,691-57.3% |
| Admin fee / account holder | $27,662 | $3,325+731.9% | $2,825+879.2% | $13,402+106.4% |