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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,355 | $165,399-90.7% | $149,745-89.7% | $158,982-90.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3151.92% | 348.34%+2803.6pp | 276.72%+2875.2pp | 302.99%+2848.9pp |
| Employer contribution / active EE | $5,460 | $5,105+7.0% | $4,646+17.5% | $4,763+14.6% |
| Participant deferral / active EE | $2,564 | $7,183-64.3% | $6,843-62.5% | $5,983-57.1% |
| Admin fee / account holder | $14,135 | $10,811+30.7% | $9,312+51.8% | $11,252+25.6% |