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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 | $124,586 | $97,125+28.3% | $86,233+44.5% | $137,256-9.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.73% | 74.19%-64.5pp | 61.39%-51.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $3,242 | $2,841+14.1% | $2,504+29.4% | $4,156-22.0% |
| Participant deferral / active EE | $18,470 | $5,180+256.6% | $4,559+305.1% | $6,407+188.3% |
| Admin fee / account holder | $1,920 | $9,725-80.3% | $8,342-77.0% | $12,270-84.4% |