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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 | $180,037 | $160,028+12.5% | $147,080+22.4% | $145,884+23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.55% | 98.60%-90.1pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $14,496 | $5,286+174.2% | $4,933+193.8% | $4,662+210.9% |
| Participant deferral / active EE | $10,318 | $8,422+22.5% | $8,066+27.9% | $6,690+54.2% |
| Admin fee / account holder | $2,719 | $15,030-81.9% | $12,989-79.1% | $13,392-79.7% |