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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 | $39,387 | $88,996-55.7% | $78,004-49.5% | $138,895-71.6% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.4%-69.4pp | 79.9%-79.9pp |
| Annual return | 29.00% | 28.03%+1.0pp | 31.07%-2.1pp | 145.39%-116.4pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,797 | $8,807-34.2% | $7,578-23.5% | $12,562-53.9% |