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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 | $106,650 | $58,391+82.6% | $76,667+39.1% | $72,976+46.1% |
| Participation rate | 96.8% | 67.4%+29.4pp | 72.1%+24.7pp | 69.5%+27.3pp |
| Annual return | 13.92% | 2306.65%-2292.7pp | 1166.74%-1152.8pp | 81.02%-67.1pp |
| Employer contribution / active EE | $2,914 | $1,787+63.1% | $2,303+26.5% | $2,440+19.4% |
| Participant deferral / active EE | $5,340 | $2,690+98.5% | $3,336+60.1% | $3,608+48.0% |
| Admin fee / account holder | $1,849 | $4,014-53.9% | $6,423-71.2% | $5,124-63.9% |