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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 | $220,724 | $111,535+97.9% | $105,223+109.8% | $137,256+60.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.30% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,789 | $3,939-3.8% | $3,689+2.7% | $4,156-8.8% |
| Participant deferral / active EE | $16,844 | $5,500+206.3% | $5,072+232.1% | $6,407+162.9% |
| Admin fee / account holder | $4,476 | $9,721-54.0% | $8,859-49.5% | $12,270-63.5% |