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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 | $36,508 | $31,571+15.6% | $59,496-38.6% | - |
| Participation rate | 0.0% | 39.6%-39.6pp | 54.6%-54.6pp | - |
| Annual return | -2.28% | -2.34%+0.1pp | 182.05%-184.3pp | - |
| Employer contribution / active EE | $0 | $479-100.0% | $1,153-100.0% | - |
| Participant deferral / active EE | $0 | $928-100.0% | $1,829-100.0% | - |
| Admin fee / account holder | $1,280 | $13,016-90.2% | $2,232-42.6% | - |