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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 | $227,459 | $176,077+29.2% | $159,455+42.6% | $167,518+35.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.82% | 331.83%-322.0pp | 263.63%-253.8pp | 478.71%-468.9pp |
| Employer contribution / active EE | $4,514 | $5,298-14.8% | $4,830-6.5% | $4,838-6.7% |
| Participant deferral / active EE | $11,145 | $7,751+43.8% | $7,353+51.6% | $6,342+75.7% |
| Admin fee / account holder | $23,910 | $12,556+90.4% | $10,800+121.4% | $12,312+94.2% |