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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 | $43,981 | $106,230-58.6% | $80,977-45.7% | - |
| Participation rate | 0.0% | 59.7%-59.7pp | 75.8%-75.8pp | - |
| Annual return | 10.68% | 1.70%+9.0pp | 17.11%-6.4pp | - |
| Employer contribution / active EE | $0 | $1,571-100.0% | $3,715-100.0% | - |
| Participant deferral / active EE | $0 | $3,737-100.0% | $5,696-100.0% | - |
| Admin fee / account holder | $732 | $5,451-86.6% | $5,517-86.7% | - |