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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 | $172,175 | $100,060+72.1% | $149,721+15.0% | $70,126+145.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.26% | 27.46%-16.2pp | 1501.67%-1490.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $6,558 | $3,661+79.1% | $5,444+20.5% | $2,343+179.9% |
| Participant deferral / active EE | $6,877 | $4,982+38.0% | $6,568+4.7% | $3,332+106.4% |
| Admin fee / account holder | $2,073 | $8,285-75.0% | $11,282-81.6% | $4,645-55.4% |