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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 | $167,411 | $154,228+8.5% | $145,433+15.1% | $137,256+22.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 10.05% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $7,141 | $4,804+48.6% | $4,554+56.8% | $4,156+71.8% |
| Participant deferral / active EE | $13,283 | $8,216+61.7% | $7,897+68.2% | $6,407+107.3% |
| Admin fee / account holder | $194,823 | $14,344+1258.3% | $13,129+1383.9% | $12,270+1487.8% |