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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 | $103,164-91.5% | $90,259-90.3% | $154,746-94.3% |
| Participation rate | 0.0% | 76.1%-76.1pp | 70.7%-70.7pp | 80.7%-80.7pp |
| Annual return | 16.82% | 19.25%-2.4pp | 18.88%-2.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $930 | $8,593-89.2% | $7,267-87.2% | $14,365-93.5% |