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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 | $237,806 | $88,672+168.2% | $105,223+126.0% | $82,448+188.4% |
| Participation rate | 91.4% | 67.9%+23.5pp | 75.0%+16.4pp | 68.1%+23.4pp |
| Annual return | 9.70% | 30.86%-21.2pp | 180.65%-171.0pp | 41.64%-31.9pp |
| Employer contribution / active EE | $5,714 | $3,048+87.5% | $3,689+54.9% | $2,551+124.0% |
| Participant deferral / active EE | $10,491 | $4,036+159.9% | $5,072+106.9% | $4,139+153.5% |
| Admin fee / account holder | $39,620 | $7,146+454.4% | $8,859+347.2% | $7,234+447.7% |