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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 | $189,714 | $160,040+18.5% | $147,096+29.0% | $145,877+30.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.62% | 98.49%-89.9pp | 419.75%-411.1pp | 551.28%-542.7pp |
| Employer contribution / active EE | $59,425 | $5,289+1023.5% | $4,936+1103.9% | $4,663+1174.4% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $5,397 | $15,050-64.1% | $13,005-58.5% | $13,402-59.7% |