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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 | $104,953 | $57,140+83.7% | $85,240+23.1% | $80,959+29.6% |
| Participation rate | 88.5% | 56.4%+32.1pp | 67.5%+20.9pp | 67.7%+20.8pp |
| Annual return | 10.52% | 21.71%-11.2pp | 66.75%-56.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,384 | $1,802+87.8% | $2,735+23.7% | $2,757+22.7% |
| Participant deferral / active EE | $6,016 | $3,115+93.1% | $4,527+32.9% | $4,300+39.9% |
| Admin fee / account holder | $11,589 | $4,992+132.2% | $6,165+88.0% | $6,925+67.3% |