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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 | $91,292 | $211,946-56.9% | $169,452-46.1% | $135,380-32.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.79% | 3.26%-0.5pp | 1.83%+1.0pp | 519.81%-517.0pp |
| Employer contribution / active EE | $6,512 | $5,117+27.3% | $4,157+56.7% | $4,779+36.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $600 | $11,472-94.8% | $9,110-93.4% | $10,828-94.5% |