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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 | $193,354 | $160,028+20.8% | $147,080+31.5% | $145,884+32.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.11% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $3,771 | $5,286-28.7% | $4,933-23.6% | $4,662-19.1% |
| Participant deferral / active EE | $16,740 | $8,422+98.8% | $8,066+107.5% | $6,690+150.2% |
| Admin fee / account holder | $50,134 | $15,030+233.6% | $12,989+286.0% | $13,392+274.4% |