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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 | $69,118-95.5% | $53,647-94.2% | $138,895-97.7% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | 18.41% | 248.26%-229.9pp | 358.33%-339.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $621 | $2,724-77.2% | $2,460-74.8% | $12,562-95.1% |