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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 | $38,796 | $212,386-81.7% | $199,883-80.6% | $138,895-72.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 79.9%-79.9pp |
| Annual return | 12.93% | 47.75%-34.8pp | 43.81%-30.9pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $132,224 | $18,233+625.2% | $17,268+665.7% | $12,562+952.6% |