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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 | $37,935 | $167,030-77.3% | $135,768-72.1% | $155,188-75.6% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 7.53% | 678.39%-670.9pp | 526.10%-518.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $256,848 | $8,172+3043.1% | $7,048+3544.1% | $14,480+1673.8% |