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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 | $165,615 | $171,867-3.6% | $149,716+10.6% | $147,585+12.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.98% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.58%-570.6pp |
| Employer contribution / active EE | $8,148 | $6,275+29.9% | $5,444+49.7% | $4,876+67.1% |
| Participant deferral / active EE | $8,125 | $7,270+11.8% | $6,568+23.7% | $5,439+49.4% |
| Admin fee / account holder | $22,751 | $13,799+64.9% | $11,282+101.7% | $10,886+109.0% |