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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 | $138,728 | $88,754+56.3% | $81,820+69.6% | $145,877-4.9% |
| Participation rate | 91.3% | 75.1%+16.2pp | 72.4%+18.9pp | 80.3%+11.0pp |
| Annual return | 9.23% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $5,095 | $3,085+65.1% | $2,915+74.8% | $4,663+9.3% |
| Participant deferral / active EE | $5,481 | $4,648+17.9% | $4,323+26.8% | $6,691-18.1% |
| Admin fee / account holder | $13,205 | $8,424+56.8% | $7,391+78.7% | $13,402-1.5% |