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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 | $113,143 | $65,566+72.6% | $86,235+31.2% | $75,177+50.5% |
| Participation rate | 95.9% | 60.5%+35.4pp | 69.0%+27.0pp | 67.2%+28.7pp |
| Annual return | 9.27% | 46.07%-36.8pp | 1170.03%-1160.8pp | 160.75%-151.5pp |
| Employer contribution / active EE | $11,184 | $1,553+620.0% | $2,381+369.7% | $2,671+318.7% |
| Participant deferral / active EE | $6,665 | $3,023+120.4% | $3,987+67.2% | $4,126+61.5% |
| Admin fee / account holder | $13,924 | $5,470+154.6% | $6,856+103.1% | $5,651+146.4% |