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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 | $170,065 | $209,840-19.0% | $189,517-10.3% | $167,497+1.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.55% | 748.35%-739.8pp | 555.19%-546.6pp | 478.62%-470.1pp |
| Employer contribution / active EE | $3,096 | $6,914-55.2% | $6,162-49.7% | $4,838-36.0% |
| Participant deferral / active EE | $6,567 | $8,935-26.5% | $8,221-20.1% | $6,341+3.6% |
| Admin fee / account holder | $10,733 | $14,294-24.9% | $12,045-10.9% | $12,310-12.8% |