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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 | $28,742 | $185,312-84.5% | $161,489-82.2% | $154,746-81.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 9.53% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $6,331 | $4,769+32.7% | $4,268+48.3% | $4,379+44.6% |
| Participant deferral / active EE | $7,717 | $6,350+21.5% | $5,630+37.1% | $6,730+14.7% |
| Admin fee / account holder | $53,804 | $18,654+188.4% | $16,006+236.2% | $14,365+274.5% |