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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 | $243,408 | $160,070+52.1% | $147,117+65.5% | $145,897+66.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 9.32% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $6,672 | $5,285+26.3% | $4,932+35.3% | $4,663+43.1% |
| Participant deferral / active EE | $8,858 | $8,419+5.2% | $8,065+9.8% | $6,689+32.4% |
| Admin fee / account holder | $105,572 | $15,035+602.2% | $12,993+712.5% | $13,390+688.4% |