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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 | $23,783 | $99,647-76.1% | $86,439-72.5% | $134,509-82.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -10.89% | 6784.13%-6795.0pp | 4395.55%-4406.4pp | 418.13%-429.0pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $79,799 | $8,373+853.0% | $6,732+1085.4% | $11,427+598.4% |