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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 | $203,726 | $49,891+308.3% | $80,607+152.7% | $75,181+171.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 25.39% | 34.67%-9.3pp | 936.11%-910.7pp | 160.69%-135.3pp |
| Employer contribution / active EE | $11,400 | $1,698+571.2% | $2,724+318.5% | $2,671+326.9% |
| Participant deferral / active EE | $12,154 | $2,991+306.3% | $4,448+173.3% | $4,126+194.6% |
| Admin fee / account holder | $1,699 | $3,578-52.5% | $5,379-68.4% | $5,650-69.9% |