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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 | $169,361-93.1% | $129,397-91.0% | $145,877-92.0% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.6%+23.7pp | 80.3%+13.0pp |
| Annual return | 12.37% | 14395.54%-14383.2pp | 9453.98%-9441.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,258 | $5,542-77.3% | $4,154-69.7% | $4,663-73.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $389 | $9,903-96.1% | $7,679-94.9% | $13,402-97.1% |