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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 | $21,761 | $156,927-86.1% | $121,169-82.0% | $139,456-84.4% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 25.13% | 1475.85%-1450.7pp | 986.71%-961.6pp | 373.45%-348.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $47,535 | $6,946+584.4% | $5,645+742.0% | $11,407+316.7% |