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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 | $156,443 | $90,530+72.8% | $76,030+105.8% | $145,897+7.2% |
| Participation rate | 93.3% | 74.4%+18.9pp | 69.1%+24.3pp | 80.3%+13.0pp |
| Annual return | 6.06% | 625.08%-619.0pp | 361.54%-355.5pp | 552.29%-546.2pp |
| Employer contribution / active EE | $10,490 | $3,319+216.0% | $2,688+290.3% | $4,663+125.0% |
| Participant deferral / active EE | $9,064 | $5,164+75.5% | $4,257+112.9% | $6,689+35.5% |
| Admin fee / account holder | $16,703 | $8,383+99.2% | $6,421+160.2% | $13,390+24.7% |