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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 | $3,132 | $104,650-97.0% | $83,854-96.3% | $155,188-98.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.1%-59.1pp | 80.8%-80.8pp |
| Annual return | 18.41% | 28.97%-10.6pp | 31.39%-13.0pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $621 | $3,518-82.3% | $3,197-80.6% | $14,480-95.7% |