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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 | $243,108 | $198,457+22.5% | $170,435+42.6% | $147,586+64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.01% | 257.30%-251.3pp | 205.94%-199.9pp | 578.59%-572.6pp |
| Employer contribution / active EE | $27,000 | $6,183+336.7% | $5,432+397.0% | $4,876+453.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,170 | $16,852+19.7% | $13,881+45.3% | $10,886+85.3% |