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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 | $202,315 | $156,398+29.4% | $147,318+37.3% | $138,895+45.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 11.11% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $18,765 | $4,853+286.6% | $4,593+308.6% | $4,194+347.4% |
| Participant deferral / active EE | $10,098 | $8,237+22.6% | $7,906+27.7% | $6,396+57.9% |
| Admin fee / account holder | $1,079 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |