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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 | $12,905 | $162,529-92.1% | $130,788-90.1% | $154,746-91.7% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 12.19% | 510.48%-498.3pp | 386.44%-374.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,241 | $7,669+137.9% | $6,673+173.4% | $14,365+27.0% |