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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 | $140,144 | $147,556-5.0% | $129,031+8.6% | $198,609-29.4% |
| Participation rate | 0.0% | 77.2%-77.2pp | 73.4%-73.4pp | 82.4%-82.4pp |
| Annual return | 8.02% | 37.41%-29.4pp | 34.67%-26.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $141,673 | $15,467+815.9% | $13,208+972.6% | $19,030+644.5% |