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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 | $40,528 | $92,684-56.3% | $82,706-51.0% | $134,509-69.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -13.87% | 945.84%-959.7pp | 701.76%-715.6pp | 418.13%-432.0pp |
| Employer contribution / active EE | $1,071 | $3,272-67.3% | $3,007-64.4% | $4,741-77.4% |
| Participant deferral / active EE | $2,770 | $4,800-42.3% | $4,394-37.0% | $6,400-56.7% |
| Admin fee / account holder | $362 | $5,982-93.9% | $5,329-93.2% | $11,427-96.8% |