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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 | $180,035 | $77,638+131.9% | $156,551+15.0% | $62,881+186.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 56.40% | 50.33%+6.1pp | 32.23%+24.2pp | 20.14%+36.3pp |
| Employer contribution / active EE | $32,874 | $3,444+854.6% | $5,501+497.6% | $2,281+1341.3% |
| Participant deferral / active EE | $2,302 | $3,046-24.4% | $4,871-52.7% | $3,203-28.1% |
| Admin fee / account holder | $10,475 | $5,561+88.4% | $13,028-19.6% | $4,296+143.8% |