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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 | $133,748 | $57,305+133.4% | $86,640+54.4% | $75,173+77.9% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 12.90% | 2674.24%-2661.3pp | 592.52%-579.6pp | 160.72%-147.8pp |
| Employer contribution / active EE | $3,440 | $2,316+48.5% | $3,024+13.7% | $2,671+28.8% |
| Participant deferral / active EE | $4,210 | $3,320+26.8% | $4,438-5.1% | $4,126+2.0% |
| Admin fee / account holder | $12,428 | $4,116+201.9% | $5,616+121.3% | $5,651+119.9% |