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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 | $14,991 | $72,465-79.3% | $67,575-77.8% | $145,884-89.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.05% | 7222.56%-7210.5pp | 3528.98%-3516.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,375 | $3,074-55.3% | $2,736-49.7% | $4,662-70.5% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $861 | $5,515-84.4% | $3,993-78.4% | $13,392-93.6% |