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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 | $43,127 | $19,542+120.7% | $71,089-39.3% | - |
| Participation rate | 0.0% | 40.8%-40.8pp | 54.6%-54.6pp | - |
| Annual return | 3.74% | -4.82%+8.6pp | 650.65%-646.9pp | - |
| Employer contribution / active EE | $0 | $493-100.0% | $1,088-100.0% | - |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,873-100.0% | - |
| Admin fee / account holder | $2,147 | $1,270+69.0% | $3,082-30.3% | - |