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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 | $238,734 | $70,121+240.5% | $63,803+274.2% | $138,895+71.9% |
| Participation rate | 78.6% | 77.2%+1.4pp | 72.7%+5.9pp | 79.9%-1.3pp |
| Annual return | 10.13% | 946.48%-936.4pp | 543.72%-533.6pp | 145.39%-135.3pp |
| Employer contribution / active EE | $5,900 | $2,882+104.7% | $2,532+133.0% | $4,194+40.7% |
| Participant deferral / active EE | $10,537 | $4,535+132.3% | $3,843+174.2% | $6,396+64.7% |
| Admin fee / account holder | $40,661 | $6,738+503.5% | $5,196+682.5% | $12,562+223.7% |