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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 | $38,239 | $106,008-63.9% | $92,240-58.5% | $147,586-74.1% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 15.75% | 50.05%-34.3pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $463 | $6,333-92.7% | $5,194-91.1% | $10,886-95.7% |