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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 | $113,814 | $90,489+25.8% | $76,051+49.7% | $145,978-22.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.99% | 622.78%-616.8pp | 360.42%-354.4pp | 550.52%-544.5pp |
| Employer contribution / active EE | $7,157 | $3,319+115.6% | $2,690+166.1% | $4,662+53.5% |
| Participant deferral / active EE | $14,792 | $5,164+186.4% | $4,257+247.5% | $6,690+121.1% |
| Admin fee / account holder | $132,710 | $8,374+1484.7% | $6,416+1968.3% | $13,400+890.3% |