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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 | $11,707 | $169,161-93.1% | $129,295-90.9% | $145,959-92.0% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.6%+23.7pp | 80.3%+13.0pp |
| Annual return | 12.37% | 14348.07%-14335.7pp | 9429.28%-9416.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,258 | $5,543-77.3% | $4,157-69.7% | $4,661-73.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $389 | $9,878-96.1% | $7,665-94.9% | $13,398-97.1% |