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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 | $240,263 | $100,033+140.2% | $149,716+60.5% | $70,124+242.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.61% | 27.43%-14.8pp | 1501.67%-1489.1pp | 73.14%-60.5pp |
| Employer contribution / active EE | $18,276 | $3,661+399.2% | $5,444+235.7% | $2,342+680.2% |
| Participant deferral / active EE | $14,381 | $4,982+188.7% | $6,568+119.0% | $3,332+331.6% |
| Admin fee / account holder | $45,246 | $8,285+446.1% | $11,282+301.0% | $4,645+874.0% |