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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 | $71,411 | $160,059-55.4% | $140,019-49.0% | $135,382-47.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.08% | 911.44%-908.4pp | 651.15%-648.1pp | 519.77%-516.7pp |
| Employer contribution / active EE | $6,422 | $6,4200% | $5,605+14.6% | $4,779+34.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,848 | $13,328-86.1% | $10,705-82.7% | $10,829-82.9% |