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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 | $19,482 | $96,643-79.8% | $86,617-77.5% | $139,456-86.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 19.88% | 106.57%-86.7pp | 591.91%-572.0pp | 373.45%-353.6pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $74,462 | $6,406+1062.4% | $5,613+1226.7% | $11,407+552.8% |