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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,080 | $202,342-94.5% | $172,752-93.6% | $152,897-92.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 44.76% | 1029.83%-985.1pp | 802.97%-758.2pp | 345.43%-300.7pp |
| Employer contribution / active EE | $6,055 | $5,858+3.4% | $5,144+17.7% | $4,764+27.1% |
| Participant deferral / active EE | $3,457 | $5,948-41.9% | $5,198-33.5% | $5,851-40.9% |
| Admin fee / account holder | $1,463 | $17,111-91.5% | $13,955-89.5% | $11,599-87.4% |