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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 | $89,479 | $99,380-10.0% | $90,312-0.9% | $155,188-42.3% |
| Participation rate | 0.0% | 77.3%-77.3pp | 72.9%-72.9pp | 80.8%-80.8pp |
| Annual return | 6.30% | 19.35%-13.1pp | 18.90%-12.6pp | 148.84%-142.5pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $327 | $9,766-96.7% | $8,248-96.0% | $14,480-97.7% |