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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 | $194,415 | $150,447+29.2% | $136,298+42.6% | $147,586+31.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.93% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $2,792 | $5,256-46.9% | $4,696-40.5% | $4,876-42.8% |
| Participant deferral / active EE | $9,657 | $6,631+45.6% | $6,247+54.6% | $5,439+77.6% |
| Admin fee / account holder | $31,433 | $10,906+188.2% | $9,244+240.0% | $10,886+188.8% |