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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 | $84,557 | $227,611-62.9% | $115,037-26.5% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 81.4%-81.4pp | - |
| Annual return | 1.22% | -2.26%+3.5pp | 26.14%-24.9pp | - |
| Employer contribution / active EE | $0 | $2,567-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $0 | $4,583-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $804 | $24,340-96.7% | $8,175-90.2% | - |