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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 | $88,754+91.9% | $81,820+108.1% | $145,877+16.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.50% | 1031.77%-1024.3pp | 777.93%-770.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $11,007 | $3,085+256.7% | $2,915+277.6% | $4,663+136.1% |
| Participant deferral / active EE | $12,065 | $4,648+159.6% | $4,323+179.1% | $6,691+80.3% |
| Admin fee / account holder | $60,489 | $8,424+618.1% | $7,391+718.5% | $13,402+351.3% |