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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 | $231,224 | $150,447+53.7% | $136,298+69.6% | $147,586+56.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.82% | 1049.15%-1039.3pp | 5156.27%-5146.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $14,697 | $5,256+179.6% | $4,696+213.0% | $4,876+201.4% |
| Participant deferral / active EE | $12,276 | $6,631+85.1% | $6,247+96.5% | $5,439+125.7% |
| Admin fee / account holder | $28,344 | $10,906+159.9% | $9,244+206.6% | $10,886+160.4% |