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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 | $170,292 | $88,815+91.7% | $81,882+108.0% | $145,897+16.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.50% | 1033.75%-1026.2pp | 779.47%-772.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $11,007 | $3,086+256.6% | $2,916+277.5% | $4,663+136.1% |
| Participant deferral / active EE | $12,065 | $4,647+159.6% | $4,323+179.1% | $6,689+80.4% |
| Admin fee / account holder | $60,489 | $8,434+617.2% | $7,360+721.9% | $13,390+351.7% |