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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 | $27,852 | $80,530-65.4% | $90,304-69.2% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 12.66% | 36.03%-23.4pp | 78.13%-65.5pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,855-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $1,124 | $3,788-70.3% | $5,354-79.0% | - |