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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 | $112,896 | $68,097+65.8% | $62,929+79.4% | $137,256-17.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 7.31% | 1859.11%-1851.8pp | 1063.93%-1056.6pp | 220.34%-213.0pp |
| Employer contribution / active EE | $5,490 | $2,811+95.3% | $2,505+119.2% | $4,156+32.1% |
| Participant deferral / active EE | $3,660 | $4,553-19.6% | $3,888-5.9% | $6,407-42.9% |
| Admin fee / account holder | $7,324 | $6,521+12.3% | $5,065+44.6% | $12,270-40.3% |