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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 | $177,557 | $150,447+18.0% | $136,298+30.3% | $147,586+20.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.62% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-570.0pp |
| Employer contribution / active EE | $3,634 | $5,256-30.9% | $4,696-22.6% | $4,876-25.5% |
| Participant deferral / active EE | $7,115 | $6,631+7.3% | $6,247+13.9% | $5,439+30.8% |
| Admin fee / account holder | $3,785 | $10,906-65.3% | $9,244-59.1% | $10,886-65.2% |