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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 | $121,295 | $109,967+10.3% | $97,197+24.8% | $145,877-16.9% |
| Participation rate | 0.0% | 76.0%-76.0pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 13.07% | 244.27%-231.2pp | 75.47%-62.4pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $44,496 | $6,199+617.8% | $5,637+689.3% | $13,402+232.0% |