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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 | $125,245 | $90,397+38.5% | $76,002+64.8% | $145,959-14.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.20% | 621.97%-614.8pp | 360.07%-352.9pp | 561.95%-554.7pp |
| Employer contribution / active EE | $4,923 | $3,317+48.4% | $2,688+83.1% | $4,661+5.6% |
| Participant deferral / active EE | $6,167 | $5,163+19.4% | $4,257+44.9% | $6,689-7.8% |
| Admin fee / account holder | $341,862 | $8,369+3984.7% | $6,414+5230.2% | $13,398+2451.6% |