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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 | $22,800 | $174,018-86.9% | $136,833-83.3% | $198,609-88.5% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.0%-59.0pp | 82.4%-82.4pp |
| Annual return | 12.25% | 35.16%-22.9pp | 35.32%-23.1pp | 202.70%-190.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,293 | $5,434-57.8% | $4,706-51.3% | $19,030-88.0% |