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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 | $28,663 | $156,398-81.7% | $147,318-80.5% | $138,895-79.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 15.59% | 78.75%-63.2pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $312,365 | $14,976+1985.8% | $13,708+2178.8% | $12,562+2386.6% |