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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 | $71,282 | $83,826-15.0% | - | $147,585-51.7% |
| Participation rate | 0.0% | 69.4%-69.4pp | - | 82.8%-82.8pp |
| Annual return | 16.55% | 26.57%-10.0pp | - | 578.57%-562.0pp |
| Employer contribution / active EE | $0 | $3,042-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,987-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $363 | $6,071-94.0% | - | $10,885-96.7% |