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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 | $24,770 | $142,430-82.6% | $115,170-78.5% | $152,885-83.8% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 44.18% | 41.48%+2.7pp | 35.60%+8.6pp | 345.39%-301.2pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,978 | $8,464+195.1% | $7,089+252.4% | $11,598+115.4% |