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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 | $7,666 | $29,319-73.9% | $52,425-85.4% | $82,448-90.7% |
| Participation rate | 81.5% | 46.9%+34.6pp | 55.6%+25.9pp | 68.1%+13.4pp |
| Annual return | 22.58% | 535.20%-512.6pp | 302.12%-279.5pp | 41.64%-19.1pp |
| Employer contribution / active EE | $970 | $586+65.3% | $914+6.1% | $2,551-62.0% |
| Participant deferral / active EE | $2,220 | $1,171+89.5% | $1,790+24.0% | $4,139-46.4% |
| Admin fee / account holder | $1,000 | $1,962-49.0% | $2,495-59.9% | $7,234-86.2% |