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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 | $211,696 | $202,342+4.6% | $172,753+22.5% | $152,909+38.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.15% | 1029.88%-1020.7pp | 803.00%-793.9pp | 345.46%-336.3pp |
| Employer contribution / active EE | $10,565 | $5,857+80.4% | $5,144+105.4% | $4,764+121.8% |
| Participant deferral / active EE | $7,986 | $5,948+34.3% | $5,198+53.6% | $5,851+36.5% |
| Admin fee / account holder | $17,034 | $17,112-0.5% | $13,956+22.1% | $11,601+46.8% |