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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 | $195,491 | $102,429+90.9% | $147,096+32.9% | $80,925+141.6% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 10.37% | 135.02%-124.7pp | 419.75%-409.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $10,240 | $3,716+175.6% | $4,936+107.5% | $2,756+271.5% |
| Participant deferral / active EE | $12,907 | $6,649+94.1% | $8,071+59.9% | $4,299+200.3% |
| Admin fee / account holder | $12,093 | $7,957+52.0% | $13,005-7.0% | $6,940+74.3% |