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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 | $30,178 | $157,755-80.9% | $109,313-72.4% | - |
| Participation rate | 0.0% | 56.0%-56.0pp | 71.3%-71.3pp | - |
| Annual return | 7.45% | 5.09%+2.4pp | 22.07%-14.6pp | - |
| Employer contribution / active EE | $0 | $1,256-100.0% | $3,892-100.0% | - |
| Participant deferral / active EE | $0 | $2,072-100.0% | $3,166-100.0% | - |
| Admin fee / account holder | $982 | $7,421-86.8% | $5,666-82.7% | - |