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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 | $162,556 | $185,883-12.5% | $170,043-4.4% | $139,466+16.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.77% | 60.54%-50.8pp | 53.40%-43.6pp | 373.66%-363.9pp |
| Employer contribution / active EE | $17,525 | $7,596+130.7% | $6,790+158.1% | $4,754+268.6% |
| Participant deferral / active EE | $9,039 | $11,626-22.3% | $10,410-13.2% | $6,712+34.7% |
| Admin fee / account holder | $40,916 | $15,393+165.8% | $12,824+219.1% | $11,409+258.6% |