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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 | $20,272 | $125,237-83.8% | $105,608-80.8% | $145,877-86.1% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 18.87% | 225.76%-206.9pp | 116.50%-97.6pp | 551.28%-532.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $50,201 | $17,287+190.4% | $11,028+355.2% | $13,402+274.6% |