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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 | $215,050 | $156,398+37.5% | $147,318+46.0% | $138,895+54.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.72% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $10,053 | $4,853+107.1% | $4,593+118.9% | $4,194+139.7% |
| Participant deferral / active EE | $11,850 | $8,237+43.9% | $7,906+49.9% | $6,396+85.3% |
| Admin fee / account holder | $23,534 | $14,976+57.1% | $13,708+71.7% | $12,562+87.3% |