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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 | $179,730 | $156,398+14.9% | $147,318+22.0% | $138,895+29.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.88% | 78.75%-69.9pp | 70.43%-61.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $3,901 | $4,853-19.6% | $4,593-15.1% | $4,194-7.0% |
| Participant deferral / active EE | $11,505 | $8,237+39.7% | $7,906+45.5% | $6,396+79.9% |
| Admin fee / account holder | $38,903 | $14,976+159.8% | $13,708+183.8% | $12,562+209.7% |