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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 | $221,220 | $129,737+70.5% | $119,126+85.7% | $154,746+43.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.39% | 379.08%-369.7pp | 282.11%-272.7pp | 172.34%-162.9pp |
| Employer contribution / active EE | $9,457 | $4,375+116.2% | $4,034+134.4% | $4,379+115.9% |
| Participant deferral / active EE | $7,473 | $5,842+27.9% | $5,318+40.5% | $6,730+11.0% |
| Admin fee / account holder | $14,948 | $11,961+25.0% | $10,693+39.8% | $14,365+4.1% |