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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 | $19,006 | $85,030-77.6% | $70,525-73.0% | $139,427-86.4% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | 12.62% | 30.35%-17.7pp | 32.76%-20.1pp | 373.27%-360.6pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,974-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,900 | $8,908+44.8% | $6,413+101.1% | $11,404+13.1% |