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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 | $12,779 | $65,440-80.5% | $98,506-87.0% | $85,851-85.1% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.7pp | 69.3%+19.8pp |
| Annual return | 11.88% | 21.75%-9.9pp | 1494.92%-1483.0pp | 318.63%-306.8pp |
| Employer contribution / active EE | $545 | $2,169-74.9% | $2,961-81.6% | $2,565-78.8% |
| Participant deferral / active EE | $2,006 | $3,168-36.7% | $4,277-53.1% | $3,952-49.2% |
| Admin fee / account holder | $420 | $4,596-90.9% | $5,955-93.0% | $6,261-93.3% |