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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 | $145,891 | $208,088-29.9% | $186,193-21.6% | $154,746-5.7% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 10.13% | 89.97%-79.8pp | 78.03%-67.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $30,907 | $11,698+164.2% | $11,058+179.5% | $14,365+115.2% |