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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 | $27,572 | $132,326-79.2% | $60,899-54.7% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 73.1%-73.1pp | - |
| Annual return | -11.31% | -10.03%-1.3pp | 16.92%-28.2pp | - |
| Employer contribution / active EE | $0 | $2,503-100.0% | $2,702-100.0% | - |
| Participant deferral / active EE | $0 | $3,755-100.0% | $3,817-100.0% | - |
| Admin fee / account holder | $2,552 | $9,381-72.8% | $3,225-20.9% | - |