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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 | $160,758 | $112,933+42.3% | $90,970+76.7% | $158,982+1.1% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 30.44% | 215.82%-185.4pp | 134.60%-104.2pp | 302.99%-272.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $730 | $8,047-90.9% | $5,961-87.8% | $11,252-93.5% |