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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 | $185,664 | $363,850-49.0% | $155,789+19.2% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 76.1%-76.1pp | - |
| Annual return | -1.10% | -3.26%+2.2pp | 71.54%-72.6pp | - |
| Employer contribution / active EE | $0 | $1,069-100.0% | $3,839-100.0% | - |
| Participant deferral / active EE | $0 | $2,383-100.0% | $4,798-100.0% | - |
| Admin fee / account holder | $1,286 | $13,180-90.2% | $7,477-82.8% | - |