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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 | $166,603 | $103,164+61.5% | $90,259+84.6% | $154,746+7.7% |
| Participation rate | 0.0% | 76.1%-76.1pp | 70.7%-70.7pp | 80.7%-80.7pp |
| Annual return | 18.58% | 19.25%-0.7pp | 18.88%-0.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $557 | $8,593-93.5% | $7,267-92.3% | $14,365-96.1% |