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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 | $230,906 | $180,749+27.7% | $160,784+43.6% | $137,256+68.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.05% | 2234.46%-2224.4pp | 1803.92%-1793.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,598 | $4,155+10.7% | $3,733+23.2% | $4,156+10.6% |
| Participant deferral / active EE | $18,914 | $6,844+176.4% | $6,293+200.6% | $6,407+195.2% |
| Admin fee / account holder | $110,273 | $10,397+960.6% | $9,717+1034.9% | $12,270+798.7% |