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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 | $22,427 | $55,230-59.4% | $79,580-71.8% | - |
| Participation rate | 0.0% | 62.4%-62.4pp | 69.5%-69.5pp | - |
| Annual return | -14.95% | -17.05%+2.1pp | 0.15%-15.1pp | - |
| Employer contribution / active EE | $0 | $1,304-100.0% | $2,413-100.0% | - |
| Participant deferral / active EE | $0 | $2,804-100.0% | $3,985-100.0% | - |
| Admin fee / account holder | $307 | $7,320-95.8% | $6,835-95.5% | - |