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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 | $41,770 | $196,842-78.8% | $77,513-46.1% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 54.2%-54.2pp | - |
| Annual return | 3.30% | 11.43%-8.1pp | 54.81%-51.5pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $987-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $1,861-100.0% | - |
| Admin fee / account holder | $2,991 | $15,940-81.2% | $2,859+4.6% | - |