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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 | $86,425 | $80,530+7.3% | $90,324-4.3% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 10.09% | 36.03%-25.9pp | 78.15%-68.1pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,856-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $660 | $3,788-82.6% | $5,356-87.7% | - |