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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 | $238,180 | $150,446+58.3% | $136,297+74.7% | $147,585+61.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.65% | 1049.14%-1039.5pp | 5156.19%-5146.5pp | 578.58%-568.9pp |
| Employer contribution / active EE | $15,519 | $5,256+195.2% | $4,696+230.5% | $4,876+218.2% |
| Participant deferral / active EE | $16,800 | $6,631+153.4% | $6,247+168.9% | $5,439+208.9% |
| Admin fee / account holder | $22,389 | $10,906+105.3% | $9,244+142.2% | $10,886+105.7% |