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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 | $111,372 | $183,924-39.4% | $115,752-3.8% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 77.8%-77.8pp | - |
| Annual return | 16.76% | 14.55%+2.2pp | 19.41%-2.6pp | - |
| Employer contribution / active EE | $0 | $1,983-100.0% | $3,492-100.0% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $5,204-100.0% | - |
| Admin fee / account holder | $17,445 | $14,079+23.9% | $6,278+177.9% | - |