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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 | $84,691 | $202,326-58.1% | $172,745-51.0% | $152,870-44.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.51% | 1029.72%-1022.2pp | 802.90%-795.4pp | 345.34%-337.8pp |
| Employer contribution / active EE | $11,350 | $5,858+93.8% | $5,144+120.6% | $4,763+138.3% |
| Participant deferral / active EE | $18,750 | $5,948+215.2% | $5,197+260.8% | $5,850+220.5% |
| Admin fee / account holder | $834 | $17,110-95.1% | $13,954-94.0% | $11,597-92.8% |