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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 | $12,550 | $172,111-92.7% | $150,298-91.6% | $137,256-90.9% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 15.59% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $574,798 | $16,471+3389.8% | $14,116+3972.0% | $12,270+4584.5% |