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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 | $26,914 | $106,236-74.7% | $96,496-72.1% | $139,427-80.7% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 12.71% | 38.43%-25.7pp | 35.70%-23.0pp | 373.27%-360.6pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,870 | $7,879+63.4% | $6,731+91.2% | $11,404+12.9% |