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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 | $111,208 | $177,595-37.4% | $148,496-25.1% | $198,609-44.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 16.35% | 9.97%+6.4pp | 12.33%+4.0pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,514 | $27,010-90.7% | $19,547-87.1% | $19,030-86.8% |