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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 | $189,514 | $150,447+26.0% | $136,298+39.0% | $147,586+28.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.08% | 1049.15%-1044.1pp | 5156.27%-5151.2pp | 578.59%-573.5pp |
| Employer contribution / active EE | $2,817 | $5,256-46.4% | $4,696-40.0% | $4,876-42.2% |
| Participant deferral / active EE | $8,948 | $6,631+34.9% | $6,247+43.2% | $5,439+64.5% |
| Admin fee / account holder | $510 | $10,906-95.3% | $9,244-94.5% | $10,886-95.3% |