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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 | $26,582 | $59,107-55.0% | $86,439-69.2% | $68,495-61.2% |
| Participation rate | 88.6% | 75.2%+13.4pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | 8.53% | -0.23%+8.8pp | 4395.55%-4387.0pp | -7.84%+16.4pp |
| Employer contribution / active EE | $6,952 | $2,519+176.0% | $3,769+84.5% | $2,596+167.7% |
| Participant deferral / active EE | $10,356 | $5,901+75.5% | $6,952+49.0% | $4,028+157.1% |
| Admin fee / account holder | $3,495 | $5,637-38.0% | $6,732-48.1% | $5,403-35.3% |