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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 | $30,305 | $115,796-73.8% | $101,264-70.1% | $158,950-80.9% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 7.95% | 56.15%-48.2pp | 46.48%-38.5pp | 302.91%-295.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,106 | $7,247+67.0% | $5,947+103.6% | $11,248+7.6% |