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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 | $52,631 | $123,155-57.3% | $108,753-51.6% | $155,188-66.1% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 10.52% | 44.73%-34.2pp | 37.47%-26.9pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,545 | $12,126-29.5% | $10,320-17.2% | $14,480-41.0% |