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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 | $216,248 | $100,194+115.8% | $122,979+75.8% | $86,983+148.6% |
| Participation rate | 97.9% | 73.0%+24.9pp | 77.2%+20.7pp | 69.5%+28.4pp |
| Annual return | 10.64% | 16.47%-5.8pp | 20.12%-9.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $11,766 | $2,326+406.0% | $3,062+284.2% | $2,584+355.3% |
| Participant deferral / active EE | $6,440 | $4,133+55.8% | $5,003+28.7% | $4,194+53.6% |
| Admin fee / account holder | $95,823 | $10,148+844.3% | $12,864+644.9% | $7,856+1119.8% |