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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 | $72,898 | $90,617-19.6% | $79,476-8.3% | $135,382-46.2% |
| Participation rate | 72.2% | 76.1%-3.8pp | 73.3%-1.1pp | 82.6%-10.4pp |
| Annual return | -5.26% | 977.57%-982.8pp | 718.21%-723.5pp | 519.77%-525.0pp |
| Employer contribution / active EE | $2,326 | $3,068-24.2% | $2,800-16.9% | $4,779-51.3% |
| Participant deferral / active EE | $5,119 | $4,050+26.4% | $3,704+38.2% | $5,609-8.7% |
| Admin fee / account holder | $352 | $5,907-94.0% | $5,113-93.1% | $10,829-96.7% |