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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,241 | $104,953-7.3% | $84,637+14.9% | $152,909-36.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 8.67% | 373.94%-365.3pp | 258.82%-250.2pp | 345.46%-336.8pp |
| Employer contribution / active EE | $5,068 | $3,304+53.4% | $2,653+91.0% | $4,764+6.4% |
| Participant deferral / active EE | $6,387 | $4,691+36.2% | $3,900+63.8% | $5,851+9.2% |
| Admin fee / account holder | $11,843 | $6,244+89.7% | $4,914+141.0% | $11,601+2.1% |