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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 | $79,820 | $169,336-52.9% | $129,384-38.3% | $145,884-45.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 14.32% | 14408.70%-14394.4pp | 9461.77%-9447.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,294 | $9,912+24.0% | $7,686+60.0% | $13,392-8.2% |