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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 | $48,318 | $165,399-70.8% | $149,745-67.7% | $158,982-69.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.44% | 348.34%-339.9pp | 276.72%-268.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $37,500 | $5,105+634.6% | $4,646+707.2% | $4,763+687.3% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $336 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |