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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 | $50,772 | $167,030-69.6% | $135,768-62.6% | $155,188-67.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 15.54% | 678.39%-662.9pp | 526.10%-510.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $683 | $8,172-91.6% | $7,048-90.3% | $14,480-95.3% |