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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 | $25,586 | $335,055-92.4% | $150,298-83.0% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 77.8%-77.8pp | - |
| Annual return | 7.09% | 11.52%-4.4pp | 62.79%-55.7pp | - |
| Employer contribution / active EE | $0 | $931-100.0% | $4,154-100.0% | - |
| Participant deferral / active EE | $0 | $1,801-100.0% | $5,453-100.0% | - |
| Admin fee / account holder | $2,088 | $66,580-96.9% | $14,116-85.2% | - |