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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 | $46,338 | $106,923-56.7% | $84,023-44.9% | $152,909-69.7% |
| Participation rate | 0.0% | 75.3%-75.3pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 10.94% | 105.02%-94.1pp | 71.32%-60.4pp | 345.46%-334.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,696 | $8,289-31.3% | $6,102-6.6% | $11,601-50.9% |