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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 | $225,399 | $102,422+120.1% | $147,117+53.2% | $80,959+178.4% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 11.06% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $6,840 | $3,717+84.0% | $4,932+38.7% | $2,757+148.1% |
| Participant deferral / active EE | $10,009 | $6,652+50.5% | $8,065+24.1% | $4,300+132.7% |
| Admin fee / account holder | $32,223 | $7,953+305.2% | $12,993+148.0% | $6,925+365.3% |