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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 | $8,753 | $106,974-91.8% | $90,796-90.4% | $138,895-93.7% |
| Participation rate | 0.0% | 74.9%-74.9pp | 69.5%-69.5pp | 79.9%-79.9pp |
| Annual return | 16.82% | 20.10%-3.3pp | 19.29%-2.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $930 | $8,626-89.2% | $7,024-86.8% | $12,562-92.6% |