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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 | $50,485 | $84,518-40.3% | $67,704-25.4% | $125,389-59.7% |
| Participation rate | 0.0% | 74.8%-74.8pp | 67.5%-67.5pp | 83.2%-83.2pp |
| Annual return | -1.03% | 2.57%-3.6pp | 25.41%-26.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $51,974 | $5,340+873.2% | $4,255+1121.5% | $9,541+444.8% |