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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 | $150,426 | $105,198+43.0% | $159,455-5.7% | $85,856+75.2% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.8%+12.3pp | 69.3%+25.8pp |
| Annual return | 9.98% | 45.08%-35.1pp | 263.63%-253.6pp | 318.58%-308.6pp |
| Employer contribution / active EE | $5,501 | $3,319+65.7% | $4,830+13.9% | $2,565+114.4% |
| Participant deferral / active EE | $9,809 | $5,946+65.0% | $7,353+33.4% | $3,952+148.2% |
| Admin fee / account holder | $50,178 | $6,934+623.6% | $10,800+364.6% | $6,261+701.5% |