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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 | $164,397 | $72,465+126.9% | $67,575+143.3% | $145,884+12.7% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 9.28% | 7222.56%-7213.3pp | 3528.98%-3519.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,118 | $5,515-61.6% | $3,993-47.0% | $13,392-84.2% |