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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 | $145,920 | $149,040-2.1% | $120,225+21.4% | $137,256+6.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.91% | 605.68%-595.8pp | 439.23%-429.3pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,595 | $4,350-40.3% | $3,475-25.3% | $4,156-37.6% |
| Participant deferral / active EE | $7,044 | $4,655+51.3% | $3,999+76.2% | $6,407+9.9% |
| Admin fee / account holder | $23,926 | $6,348+276.9% | $5,696+320.0% | $12,270+95.0% |