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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 | $203,347 | $88,710+129.2% | $81,783+148.6% | $145,959+39.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.32% | 1027.26%-1017.9pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $3,321 | $3,083+7.7% | $2,913+14.0% | $4,661-28.7% |
| Participant deferral / active EE | $3,245 | $4,645-30.1% | $4,320-24.9% | $6,689-51.5% |
| Admin fee / account holder | $2,211 | $8,407-73.7% | $7,380-70.0% | $13,398-83.5% |