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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 | $53,899 | $56,197-4.1% | $67,652-20.3% | $59,633-9.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.91% | 18508.10%-18505.2pp | 6625.40%-6622.5pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $6,098 | $1,615+277.6% | $2,266+169.1% | $2,203+176.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,099 | $3,958+3.6% | $4,821-15.0% | $4,297-4.6% |