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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 | $61,918 | $52,385+18.2% | $57,356+8.0% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 75.1%-75.1pp | - |
| Annual return | 1.30% | 89.90%-88.6pp | 24.41%-23.1pp | - |
| Employer contribution / active EE | $0 | $2,300-100.0% | $2,689-100.0% | - |
| Participant deferral / active EE | $0 | $2,423-100.0% | $3,162-100.0% | - |
| Admin fee / account holder | $1,227 | $3,843-68.1% | $3,357-63.4% | - |