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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 | $63,528 | $148,629-57.3% | $135,982-53.3% | $139,487-54.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.41% | 79.33%-54.9pp | 68.32%-43.9pp | 373.84%-349.4pp |
| Employer contribution / active EE | $56,340 | $5,247+973.9% | $4,859+1059.5% | $4,755+1084.9% |
| Participant deferral / active EE | $7,500 | $8,102-7.4% | $7,760-3.3% | $6,713+11.7% |
| Admin fee / account holder | $385 | $12,406-96.9% | $10,767-96.4% | $11,407-96.6% |