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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 | $48,084 | $282,106-83.0% | $172,752-72.2% | - |
| Participation rate | 0.0% | 64.8%-64.8pp | 82.6%-82.6pp | - |
| Annual return | 19.18% | 12.00%+7.2pp | 802.97%-783.8pp | - |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,144-100.0% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $1,687 | $24,081-93.0% | $13,955-87.9% | - |