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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 | $123,880 | $284,329-56.4% | $147,618-16.1% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 84.6%-84.6pp | - |
| Annual return | -2.33% | 0.73%-3.1pp | 61.98%-64.3pp | - |
| Employer contribution / active EE | $0 | $2,124-100.0% | $5,565-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $4,895-100.0% | - |
| Admin fee / account holder | $5,374 | $35,034-84.7% | $11,612-53.7% | - |