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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 | $65,303 | $147,556-55.7% | $129,031-49.4% | $198,609-67.1% |
| Participation rate | 0.0% | 77.2%-77.2pp | 73.4%-73.4pp | 82.4%-82.4pp |
| Annual return | 13.39% | 37.41%-24.0pp | 34.67%-21.3pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,866 | $15,467-42.7% | $13,208-32.9% | $19,030-53.4% |