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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 | $52,321 | $98,884-47.1% | $78,690-33.5% | - |
| Participation rate | 0.0% | 62.0%-62.0pp | 73.6%-73.6pp | - |
| Annual return | 6.60% | 0.47%+6.1pp | 62.18%-55.6pp | - |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,851-100.0% | - |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,517-100.0% | - |
| Admin fee / account holder | $6,542 | $10,143-35.5% | $4,511+45.0% | - |