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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 | $245,748 | $150,447+63.3% | $136,298+80.3% | $147,586+66.5% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 10.24% | 1049.15%-1038.9pp | 5156.27%-5146.0pp | 578.59%-568.4pp |
| Employer contribution / active EE | $5,340 | $5,256+1.6% | $4,696+13.7% | $4,876+9.5% |
| Participant deferral / active EE | $11,771 | $6,631+77.5% | $6,247+88.4% | $5,439+116.4% |
| Admin fee / account holder | $8,838 | $10,906-19.0% | $9,244-4.4% | $10,886-18.8% |