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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 | $113,937 | $171,867-33.7% | $149,721-23.9% | $147,586-22.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.21% | 2113.36%-2105.2pp | 1501.67%-1493.5pp | 578.59%-570.4pp |
| Employer contribution / active EE | $7,200 | $6,275+14.7% | $5,444+32.2% | $4,876+47.7% |
| Participant deferral / active EE | $17,800 | $7,270+144.8% | $6,568+171.0% | $5,439+227.3% |
| Admin fee / account holder | $17,512 | $13,799+26.9% | $11,282+55.2% | $10,886+60.9% |