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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 | $211,360 | $102,429+106.3% | $147,096+43.7% | $80,925+161.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 9.24% | 135.02%-125.8pp | 419.75%-410.5pp | 35.65%-26.4pp |
| Employer contribution / active EE | $6,136 | $3,716+65.1% | $4,936+24.3% | $2,756+122.6% |
| Participant deferral / active EE | $8,573 | $6,649+28.9% | $8,071+6.2% | $4,299+99.4% |
| Admin fee / account holder | $20,552 | $7,957+158.3% | $13,005+58.0% | $6,940+196.1% |