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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 | $58,409 | $180,101-67.6% | $76,872-24.0% | - |
| Participation rate | 0.0% | 65.2%-65.2pp | 69.6%-69.6pp | - |
| Annual return | 16.01% | 26.77%-10.8pp | 37.90%-21.9pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $2,533-100.0% | - |
| Participant deferral / active EE | $0 | $4,104-100.0% | $3,832-100.0% | - |
| Admin fee / account holder | $10,912 | $23,406-53.4% | $5,476+99.3% | - |