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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 | $34,861 | $75,978-54.1% | $73,836-52.8% | - |
| Participation rate | 0.0% | 59.4%-59.4pp | 73.4%-73.4pp | - |
| Annual return | 1.38% | -3.82%+5.2pp | 2268.06%-2266.7pp | - |
| Employer contribution / active EE | $0 | $1,686-100.0% | $2,787-100.0% | - |
| Participant deferral / active EE | $0 | $2,729-100.0% | $3,583-100.0% | - |
| Admin fee / account holder | $409 | $4,229-90.3% | $4,882-91.6% | - |