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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 | $90,489+38.4% | $76,051+64.7% | $145,978-14.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.20% | 622.78%-615.6pp | 360.42%-353.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $4,923 | $3,319+48.3% | $2,690+83.0% | $4,662+5.6% |
| Participant deferral / active EE | $6,167 | $5,164+19.4% | $4,257+44.9% | $6,690-7.8% |
| Admin fee / account holder | $341,862 | $8,374+3982.3% | $6,416+5228.1% | $13,400+2451.1% |