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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 | $239,970 | $131,829+82.0% | $108,579+121.0% | $273,965-12.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.56% | -91.57%+104.1pp | -51.70%+64.3pp | 41.45%-28.9pp |
| Employer contribution / active EE | $5,000 | $4,912+1.8% | $3,758+33.0% | $4,869+2.7% |
| Participant deferral / active EE | $21,000 | $5,127+309.6% | $4,311+387.1% | $5,287+297.2% |
| Admin fee / account holder | $760 | $10,252-92.6% | $7,645-90.1% | $10,132-92.5% |