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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 | $41,999 | $77,424-45.8% | $69,182-39.3% | - |
| Participation rate | 0.0% | 26.2%-26.2pp | 55.1%-55.1pp | - |
| Annual return | 3.77% | -2.04%+5.8pp | -21.93%+25.7pp | - |
| Employer contribution / active EE | $0 | $421-100.0% | $1,206-100.0% | - |
| Participant deferral / active EE | $0 | $779-100.0% | $1,897-100.0% | - |
| Admin fee / account holder | $2,006 | $1,729+16.0% | $2,697-25.6% | - |