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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 | $28,241 | $157,296-82.0% | $141,191-80.0% | $152,897-81.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 259.12% | 64.34%+194.8pp | 71.41%+187.7pp | 345.43%-86.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $357 | $12,125-97.1% | $10,264-96.5% | $11,599-96.9% |