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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 | $64,114 | $92,219-30.5% | $76,767-16.5% | $135,380-52.6% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | 7.96% | 5.46%+2.5pp | 2.43%+5.5pp | 519.81%-511.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $127,112 | $10,749+1082.6% | $6,675+1804.2% | $10,828+1073.9% |