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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 | $80,991 | $161,852-50.0% | $92,240-12.2% | - |
| Participation rate | 0.0% | 64.7%-64.7pp | 76.5%-76.5pp | - |
| Annual return | 5.88% | 7.35%-1.5pp | 176.29%-170.4pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,680-100.0% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $1,122 | $7,254-84.5% | $5,194-78.4% | - |