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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 | $26,428 | $108,285-75.6% | $77,552-65.9% | $158,982-83.4% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 7.78% | 31.69%-23.9pp | 54.82%-47.0pp | 302.99%-295.2pp |
| Employer contribution / active EE | $1,903 | $1,325+43.6% | $987+92.8% | $4,763-60.1% |
| Participant deferral / active EE | $8,536 | $2,455+247.6% | $1,861+358.7% | $5,983+42.7% |
| Admin fee / account holder | $17,248 | $3,709+365.0% | $2,859+503.3% | $11,252+53.3% |