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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 | $30,898 | $90,486-65.9% | $78,676-60.7% | $273,972-88.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 7.14% | 75.62%-68.5pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,996 | $5,263-5.1% | $4,510+10.8% | $10,133-50.7% |