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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 | $191,751 | $202,342-5.2% | $172,753+11.0% | $152,909+25.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 12.01% | 1029.88%-1017.9pp | 803.00%-791.0pp | 345.46%-333.5pp |
| Employer contribution / active EE | $3,374 | $5,857-42.4% | $5,144-34.4% | $4,764-29.2% |
| Participant deferral / active EE | $9,616 | $5,948+61.7% | $5,198+85.0% | $5,851+64.3% |
| Admin fee / account holder | $37,936 | $17,112+121.7% | $13,956+171.8% | $11,601+227.0% |