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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 | $213,379 | $68,097+213.3% | $62,929+239.1% | $137,256+55.5% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 8.83% | 1859.11%-1850.3pp | 1063.93%-1055.1pp | 220.34%-211.5pp |
| Employer contribution / active EE | $5,279 | $2,811+87.8% | $2,505+110.8% | $4,156+27.0% |
| Participant deferral / active EE | $4,363 | $4,553-4.2% | $3,888+12.2% | $6,407-31.9% |
| Admin fee / account holder | $1,901 | $6,521-70.9% | $5,065-62.5% | $12,270-84.5% |