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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 | $84,105 | $171,492-51.0% | $150,734-44.2% | $198,609-57.7% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 19.08% | 804.70%-785.6pp | 600.81%-581.7pp | 202.70%-183.6pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $162,181 | $17,628+820.0% | $14,905+988.1% | $19,030+752.2% |