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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 | $247,645 | $198,462+24.8% | $170,439+45.3% | $147,585+67.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.38% | 257.30%-250.9pp | 205.94%-199.6pp | 578.58%-572.2pp |
| Employer contribution / active EE | $14,329 | $6,184+131.7% | $5,433+163.8% | $4,876+193.8% |
| Participant deferral / active EE | $7,695 | $5,629+36.7% | $4,939+55.8% | $5,439+41.5% |
| Admin fee / account holder | $17,170 | $16,852+1.9% | $13,881+23.7% | $10,886+57.7% |