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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 | $60,849 | $254,759-76.1% | $216,567-71.9% | $198,609-69.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 6.35% | 10.04%-3.7pp | 12.94%-6.6pp | 202.70%-196.3pp |
| Employer contribution / active EE | $6,250 | $6,096+2.5% | $5,216+19.8% | $5,055+23.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,347 | $26,311-87.3% | $21,981-84.8% | $19,030-82.4% |