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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 | $55,365 | $102,938-46.2% | $94,105-41.2% | $138,895-60.1% |
| Participation rate | 0.0% | 74.6%-74.6pp | 71.9%-71.9pp | 79.9%-79.9pp |
| Annual return | 24.87% | 250.28%-225.4pp | 204.55%-179.7pp | 145.39%-120.5pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $158,635 | $6,600+2303.6% | $6,199+2458.9% | $12,562+1162.8% |