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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 | $171,848 | $65,440+162.6% | $98,506+74.5% | $85,851+100.2% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 10.67% | 21.75%-11.1pp | 1494.92%-1484.2pp | 318.63%-308.0pp |
| Employer contribution / active EE | $7,686 | $2,169+254.4% | $2,961+159.6% | $2,565+199.6% |
| Participant deferral / active EE | $8,241 | $3,168+160.1% | $4,277+92.7% | $3,952+108.5% |
| Admin fee / account holder | $5,635 | $4,596+22.6% | $5,955-5.4% | $6,261-10.0% |