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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 | $202,525 | $171,867+17.8% | $149,721+35.3% | $147,586+37.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.97% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.59%-570.6pp |
| Employer contribution / active EE | $13,406 | $6,275+113.7% | $5,444+146.2% | $4,876+174.9% |
| Participant deferral / active EE | $8,391 | $7,270+15.4% | $6,568+27.7% | $5,439+54.3% |
| Admin fee / account holder | $1,342 | $13,799-90.3% | $11,282-88.1% | $10,886-87.7% |