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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 | $185,446 | $154,228+20.2% | $145,433+27.5% | $137,256+35.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.22% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $23,695 | $4,804+393.2% | $4,554+420.2% | $4,156+470.1% |
| Participant deferral / active EE | $10,067 | $8,216+22.5% | $7,897+27.5% | $6,407+57.1% |
| Admin fee / account holder | $2,430 | $14,344-83.1% | $13,129-81.5% | $12,270-80.2% |