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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 | $219,285 | $72,071+204.3% | $68,368+220.7% | $137,256+59.8% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.0%+6.7pp |
| Annual return | 10.84% | 353.14%-342.3pp | 292.57%-281.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $8,150 | $2,788+192.3% | $2,649+207.7% | $4,156+96.1% |
| Participant deferral / active EE | $6,574 | $4,410+49.1% | $4,123+59.5% | $6,407+2.6% |
| Admin fee / account holder | $32,894 | $5,336+516.5% | $5,150+538.8% | $12,270+168.1% |