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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 | $84,514 | $100,279-15.7% | $81,353+3.9% | $145,884-42.1% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 8.97% | 34.49%-25.5pp | 24.82%-15.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $45,470 | $8,206+454.1% | $5,766+688.5% | $13,392+239.5% |