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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 | $71,236 | $68,097+4.6% | $62,929+13.2% | $137,256-48.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.17% | 1859.11%-1849.9pp | 1063.93%-1054.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $5,375 | $2,811+91.2% | $2,505+114.6% | $4,156+29.3% |
| Participant deferral / active EE | $11,622 | $4,553+155.3% | $3,888+198.9% | $6,407+81.4% |
| Admin fee / account holder | $11,334 | $6,521+73.8% | $5,065+123.8% | $12,270-7.6% |