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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 | $72,964 | $202,342-63.9% | $172,752-57.8% | $152,897-52.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.41% | 1029.83%-1019.4pp | 802.97%-792.6pp | 345.43%-335.0pp |
| Employer contribution / active EE | $7,302 | $5,858+24.6% | $5,144+41.9% | $4,764+53.3% |
| Participant deferral / active EE | $5,460 | $5,948-8.2% | $5,198+5.0% | $5,851-6.7% |
| Admin fee / account holder | $53,006 | $17,111+209.8% | $13,955+279.8% | $11,599+357.0% |