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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 | $45,022 | $45,551-1.2% | $59,899-24.8% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.7%-74.7pp | - |
| Annual return | 12.26% | 11.07%+1.2pp | 3.46%+8.8pp | - |
| Employer contribution / active EE | $0 | $2,465-100.0% | $2,723-100.0% | - |
| Participant deferral / active EE | $0 | $2,507-100.0% | $3,402-100.0% | - |
| Admin fee / account holder | $429 | $6,446-93.4% | $3,592-88.1% | - |