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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 | $199,565 | $185,225+7.7% | $142,898+39.7% | $167,553+19.1% |
| Participation rate | 80.0% | 78.5%+1.5pp | 72.0%+8.0pp | 82.1%-2.1pp |
| Annual return | 7.01% | 8558.12%-8551.1pp | 5639.64%-5632.6pp | 478.89%-471.9pp |
| Employer contribution / active EE | $9,850 | $5,607+75.7% | $4,146+137.6% | $4,840+103.5% |
| Participant deferral / active EE | $4,754 | $4,496+5.7% | $3,838+23.8% | $6,343-25.0% |
| Admin fee / account holder | $657 | $8,032-91.8% | $6,560-90.0% | $12,316-94.7% |