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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 | $35,892 | $111,814-67.9% | $103,374-65.3% | $145,959-75.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 12.98% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $490 | $9,754-95.0% | $8,394-94.2% | $13,398-96.3% |