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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 | $77,415 | $68,097+13.7% | $62,929+23.0% | $137,256-43.6% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 7.22% | 1859.11%-1851.9pp | 1063.93%-1056.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,988 | $2,811-29.3% | $2,505-20.6% | $4,156-52.2% |
| Participant deferral / active EE | $5,862 | $4,553+28.8% | $3,888+50.7% | $6,407-8.5% |
| Admin fee / account holder | $1,114 | $6,521-82.9% | $5,065-78.0% | $12,270-90.9% |