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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,553 | $209,888-88.3% | $189,545-87.0% | $167,553-85.3% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 25.95% | 748.66%-722.7pp | 555.36%-529.4pp | 478.89%-452.9pp |
| Employer contribution / active EE | $6,299 | $6,915-8.9% | $6,162+2.2% | $4,840+30.2% |
| Participant deferral / active EE | $8,624 | $8,934-3.5% | $8,220+4.9% | $6,343+36.0% |
| Admin fee / account holder | $411 | $14,300-97.1% | $12,049-96.6% | $12,316-96.7% |