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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 | $98,917 | $97,125+1.8% | $86,233+14.7% | $137,256-27.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.63% | 74.19%-66.6pp | 61.39%-53.8pp | 220.34%-212.7pp |
| Employer contribution / active EE | $7,816 | $2,841+175.1% | $2,504+212.1% | $4,156+88.1% |
| Participant deferral / active EE | $20,854 | $5,180+302.6% | $4,559+357.4% | $6,407+225.5% |
| Admin fee / account holder | $18,756 | $9,725+92.9% | $8,342+124.8% | $12,270+52.9% |