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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 | $233,184 | $148,582+56.9% | $135,942+71.5% | $139,456+67.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.72% | 79.26%-69.5pp | 68.28%-58.6pp | 373.45%-363.7pp |
| Employer contribution / active EE | $6,250 | $5,245+19.2% | $4,858+28.7% | $4,753+31.5% |
| Participant deferral / active EE | $8,275 | $8,101+2.1% | $7,759+6.7% | $6,711+23.3% |
| Admin fee / account holder | $120,015 | $12,402+867.7% | $10,764+1015.0% | $11,407+952.1% |