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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 | $56,231 | $76,653-26.6% | $70,476-20.2% | - |
| Participation rate | 0.0% | 80.3%-80.3pp | 75.1%-75.1pp | - |
| Annual return | 12.16% | 4.62%+7.5pp | 109.12%-97.0pp | - |
| Employer contribution / active EE | $0 | $2,510-100.0% | $2,738-100.0% | - |
| Participant deferral / active EE | $0 | $4,121-100.0% | $3,710-100.0% | - |
| Admin fee / account holder | $42,693 | $17,353+146.0% | $3,847+1009.8% | - |