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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 | $197,625 | $150,447+31.4% | $136,298+45.0% | $147,586+33.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.31% | 1049.15%-1038.8pp | 5156.27%-5146.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $9,724 | $5,256+85.0% | $4,696+107.1% | $4,876+99.4% |
| Participant deferral / active EE | $9,384 | $6,631+41.5% | $6,247+50.2% | $5,439+72.5% |
| Admin fee / account holder | $2,494 | $10,906-77.1% | $9,244-73.0% | $10,886-77.1% |