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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 | $85,040 | $215,169-60.5% | $108,745-21.8% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 77.7%-77.7pp | - |
| Annual return | 11.97% | 8.06%+3.9pp | 46.22%-34.2pp | - |
| Employer contribution / active EE | $0 | $1,713-100.0% | $3,323-100.0% | - |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,121-100.0% | - |
| Admin fee / account holder | $1,315 | $27,681-95.2% | $6,144-78.6% | - |