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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 | $165,351-70.8% | $149,710-67.7% | $158,931-69.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.44% | 348.19%-339.7pp | 276.63%-268.2pp | 302.86%-294.4pp |
| Employer contribution / active EE | $37,500 | $5,103+634.8% | $4,645+707.4% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $7,181+262.0% | $6,842+280.0% | $5,982+334.6% |
| Admin fee / account holder | $336 | $10,807-96.9% | $9,309-96.4% | $11,247-97.0% |