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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 | $49,192 | $108,912-54.8% | $100,383-51.0% | $145,959-66.3% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 12.61% | 57.96%-45.4pp | 49.26%-36.7pp | 561.95%-549.3pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $59,533 | $9,690+514.4% | $7,900+653.6% | $13,398+344.3% |