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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 | $204,019 | $96,691+111.0% | $86,656+135.4% | $139,487+46.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.46% | 106.87%-97.4pp | 593.09%-583.6pp | 373.84%-364.4pp |
| Employer contribution / active EE | $8,715 | $3,267+166.8% | $3,025+188.1% | $4,755+83.3% |
| Participant deferral / active EE | $13,370 | $4,838+176.4% | $4,439+201.2% | $6,713+99.2% |
| Admin fee / account holder | $17,996 | $6,414+180.6% | $5,619+220.3% | $11,407+57.8% |