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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 | $77,097 | $92,766-16.9% | $82,763-6.8% | $134,545-42.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -16.81% | 946.97%-963.8pp | 702.45%-719.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,862 | $3,273-43.1% | $3,008-38.1% | $4,742-60.7% |
| Participant deferral / active EE | $5,299 | $4,802+10.3% | $4,395+20.6% | $6,401-17.2% |
| Admin fee / account holder | $3,119 | $5,978-47.8% | $5,325-41.4% | $11,431-72.7% |