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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 | $191,054 | $147,039+29.9% | $64,097+198.1% | - |
| Participation rate | 0.0% | 70.9%-70.9pp | 72.3%-72.3pp | - |
| Annual return | 11.21% | 7.51%+3.7pp | 33.75%-22.5pp | - |
| Employer contribution / active EE | $0 | $2,405-100.0% | $2,750-100.0% | - |
| Participant deferral / active EE | $0 | $3,377-100.0% | $3,881-100.0% | - |
| Admin fee / account holder | $2,800 | $6,926-59.6% | $3,070-8.8% | - |