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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 | $169,336-93.1% | $129,384-91.0% | $145,884-92.0% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.6%+23.7pp | 80.3%+13.0pp |
| Annual return | 12.37% | 14408.70%-14396.3pp | 9461.77%-9449.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,258 | $5,540-77.3% | $4,153-69.7% | $4,662-73.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $389 | $9,912-96.1% | $7,686-94.9% | $13,392-97.1% |