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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 | $206,345 | $58,311+253.9% | $81,882+152.0% | $80,959+154.9% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 10.48% | 41.85%-31.4pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $7,950 | $2,347+238.8% | $2,916+172.6% | $2,757+188.3% |
| Participant deferral / active EE | $10,179 | $3,287+209.7% | $4,323+135.5% | $4,300+136.7% |
| Admin fee / account holder | $42,368 | $4,752+791.6% | $7,360+475.7% | $6,925+511.8% |