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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 | $59,443 | $210,908-71.8% | $153,643-61.3% | $145,884-59.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 10.53% | 13.46%-2.9pp | 15.71%-5.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $66,796 | $19,477+243.0% | $12,739+424.3% | $13,392+398.8% |