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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 | $209,767 | $150,447+39.4% | $136,298+53.9% | $147,586+42.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.02% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.6pp |
| Employer contribution / active EE | $8,906 | $5,256+69.4% | $4,696+89.7% | $4,876+82.6% |
| Participant deferral / active EE | $11,412 | $6,631+72.1% | $6,247+82.7% | $5,439+109.8% |
| Admin fee / account holder | $175,514 | $10,906+1509.3% | $9,244+1798.7% | $10,886+1512.3% |