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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 | $147,587 | $146,867+0.5% | $117,039+26.1% | - |
| Participation rate | 0.0% | 71.8%-71.8pp | 77.2%-77.2pp | - |
| Annual return | 12.55% | 5.28%+7.3pp | 18.95%-6.4pp | - |
| Employer contribution / active EE | $0 | $1,814-100.0% | $3,785-100.0% | - |
| Participant deferral / active EE | $0 | $3,165-100.0% | $3,929-100.0% | - |
| Admin fee / account holder | $393 | $9,846-96.0% | $5,974-93.4% | - |