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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 | $15,272 | $99,053-84.6% | $88,179-82.7% | $138,895-89.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.1%-69.1pp | 79.9%-79.9pp |
| Annual return | 14.65% | 78.17%-63.5pp | 64.97%-50.3pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,297 | $8,748-50.9% | $7,673-44.0% | $12,562-65.8% |