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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 | $222,592 | $125,758+77.0% | $170,004+30.9% | $75,173+196.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.02% | 27.20%-14.2pp | 53.39%-40.4pp | 160.65%-147.6pp |
| Employer contribution / active EE | $18,038 | $4,615+290.9% | $6,786+165.8% | $2,670+575.5% |
| Participant deferral / active EE | $17,425 | $6,837+154.9% | $10,408+67.4% | $4,126+322.4% |
| Admin fee / account holder | $52,973 | $8,173+548.1% | $12,816+313.3% | $5,651+837.4% |