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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 | $199,828 | $160,070+24.8% | $147,117+35.8% | $145,897+37.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.97% | 98.69%-91.7pp | 420.54%-413.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $6,438 | $5,285+21.8% | $4,932+30.5% | $4,663+38.1% |
| Participant deferral / active EE | $30,567 | $8,419+263.1% | $8,065+279.0% | $6,689+357.0% |
| Admin fee / account holder | $66,824 | $15,035+344.4% | $12,993+414.3% | $13,390+399.0% |