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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 | $44,503 | $73,884-39.8% | $95,964-53.6% | - |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | - |
| Annual return | 11.71% | 11.13%+0.6pp | 91.64%-79.9pp | - |
| Employer contribution / active EE | $0 | $1,782-100.0% | $2,541-100.0% | - |
| Participant deferral / active EE | $0 | $3,914-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $3,389 | $4,316-21.5% | $6,797-50.1% | - |