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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 | $7,201 | $76,634-90.6% | $56,054-87.2% | $145,978-95.1% |
| Participation rate | 93.8% | 63.2%+30.5pp | 52.5%+41.3pp | 80.3%+13.5pp |
| Annual return | 6.54% | 3004.33%-2997.8pp | 1705.95%-1699.4pp | 550.52%-544.0pp |
| Employer contribution / active EE | $470 | $1,380-65.9% | $1,039-54.7% | $4,662-89.9% |
| Participant deferral / active EE | $847 | $2,622-67.7% | $1,952-56.6% | $6,690-87.3% |
| Admin fee / account holder | $318 | $3,321-90.4% | $2,822-88.7% | $13,400-97.6% |