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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 | $143,973 | $88,710+62.3% | $81,783+76.0% | $145,959-1.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.95% | 1027.26%-1019.3pp | 775.05%-767.1pp | 561.95%-554.0pp |
| Employer contribution / active EE | $8,950 | $3,083+190.3% | $2,913+207.3% | $4,661+92.0% |
| Participant deferral / active EE | $6,175 | $4,645+32.9% | $4,320+42.9% | $6,689-7.7% |
| Admin fee / account holder | $18,549 | $8,407+120.6% | $7,380+151.3% | $13,398+38.4% |