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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 | $204,328 | $139,948+46.0% | $121,663+67.9% | $154,746+32.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 49.26% | 230.52%-181.3pp | 147.54%-98.3pp | 172.34%-123.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,002 | $17,321-94.2% | $14,289-93.0% | $14,365-93.0% |