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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 | $15,521 | $169,237-90.8% | $129,339-88.0% | $145,978-89.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.54% | 14364.43%-14351.9pp | 9437.05%-9424.5pp | 550.52%-538.0pp |
| Employer contribution / active EE | $426 | $5,540-92.3% | $4,154-89.7% | $4,662-90.9% |
| Participant deferral / active EE | $422 | $4,991-91.5% | $4,170-89.9% | $6,690-93.7% |
| Admin fee / account holder | $442 | $9,882-95.5% | $7,668-94.2% | $13,400-96.7% |