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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 | $153,509 | $150,447+2.0% | $136,298+12.6% | $147,586+4.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 8.95% | 1049.15%-1040.2pp | 5156.27%-5147.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $3,804 | $5,256-27.6% | $4,696-19.0% | $4,876-22.0% |
| Participant deferral / active EE | $6,873 | $6,631+3.7% | $6,247+10.0% | $5,439+26.4% |
| Admin fee / account holder | $49,957 | $10,906+358.1% | $9,244+440.4% | $10,886+358.9% |