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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 | $168,834 | $102,696+64.4% | $86,235+95.8% | $139,487+21.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.42% | 1925.91%-1917.5pp | 1170.03%-1161.6pp | 373.84%-365.4pp |
| Employer contribution / active EE | $5,944 | $3,034+95.9% | $2,381+149.6% | $4,755+25.0% |
| Participant deferral / active EE | $7,067 | $4,679+51.0% | $3,987+77.3% | $6,713+5.3% |
| Admin fee / account holder | $187,037 | $8,667+2058.1% | $6,856+2628.2% | $11,407+1539.6% |