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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 | $8,556 | $169,161-94.9% | $129,295-93.4% | $145,959-94.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.57% | 14348.07%-14329.5pp | 9429.28%-9410.7pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,573 | $5,543-71.6% | $4,157-62.2% | $4,661-66.2% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $428 | $9,878-95.7% | $7,665-94.4% | $13,398-96.8% |