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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 | $206,316 | $97,751+111.1% | $103,431+99.5% | $145,978+41.3% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 10.16% | 25.43%-15.3pp | 23.92%-13.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,625-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,683 | $12,515-70.6% | $9,412-60.9% | $13,400-72.5% |