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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 | $111,062 | $111,535-0.4% | $105,223+5.5% | $137,256-19.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 8.78% | 237.85%-229.1pp | 180.65%-171.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $9,751 | $3,939+147.5% | $3,689+164.4% | $4,156+134.6% |
| Participant deferral / active EE | $3,230 | $5,500-41.3% | $5,072-36.3% | $6,407-49.6% |
| Admin fee / account holder | $30,167 | $9,721+210.3% | $8,859+240.5% | $12,270+145.9% |