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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 | $119,400 | $58,241+105.0% | $81,780+46.0% | $80,911+47.6% |
| Participation rate | 98.9% | 63.4%+35.4pp | 72.4%+26.5pp | 67.6%+31.2pp |
| Annual return | 9.58% | 41.73%-32.1pp | 776.27%-766.7pp | 35.63%-26.1pp |
| Employer contribution / active EE | $2,750 | $2,343+17.3% | $2,914-5.6% | $2,756-0.2% |
| Participant deferral / active EE | $5,141 | $3,283+56.6% | $4,321+19.0% | $4,297+19.6% |
| Admin fee / account holder | $1,390 | $4,973-72.0% | $7,384-81.2% | $6,935-79.9% |