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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 | $20,406 | $100,805-79.8% | $86,698-76.5% | $134,532-84.8% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -14.97% | 29.09%-44.1pp | 35.95%-50.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $172,881 | $10,925+1482.4% | $7,493+2207.4% | $11,429+1412.7% |