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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 | $77,340 | $92,766-16.6% | $82,763-6.6% | $134,545-42.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -19.03% | 946.97%-966.0pp | 702.45%-721.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $7,568 | $3,273+131.2% | $3,008+151.6% | $4,742+59.6% |
| Participant deferral / active EE | $7,182 | $4,802+49.5% | $4,395+63.4% | $6,401+12.2% |
| Admin fee / account holder | $994 | $5,978-83.4% | $5,325-81.3% | $11,431-91.3% |