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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 | $125,438 | $106,008+18.3% | $92,240+36.0% | $147,586-15.0% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 7.86% | 50.05%-42.2pp | 176.29%-168.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $2,807 | $4,333-35.2% | $3,680-23.7% | $4,876-42.4% |
| Participant deferral / active EE | $6,551 | $4,478+46.3% | $3,897+68.1% | $5,439+20.5% |
| Admin fee / account holder | $10,644 | $6,333+68.1% | $5,194+104.9% | $10,886-2.2% |