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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 | $119,800 | $88,702+35.1% | $81,780+46.5% | $145,978-17.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.10% | 1029.12%-1021.0pp | 776.27%-768.2pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,814 | $3,084-41.2% | $2,914-37.8% | $4,662-61.1% |
| Participant deferral / active EE | $9,766 | $4,645+110.2% | $4,321+126.0% | $6,690+46.0% |
| Admin fee / account holder | $1,664 | $8,414-80.2% | $7,384-77.5% | $13,400-87.6% |