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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 | $85,060-77.7% | $70,565-73.1% | $139,487-86.4% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | 12.62% | 30.39%-17.8pp | 32.79%-20.2pp | 373.84%-361.2pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12,900 | $8,932+44.4% | $6,430+100.6% | $11,407+13.1% |