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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 | $193,210 | $185,225+4.3% | $142,898+35.2% | $167,553+15.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 6.73% | 8558.12%-8551.4pp | 5639.64%-5632.9pp | 478.89%-472.2pp |
| Employer contribution / active EE | $6,608 | $5,607+17.9% | $4,146+59.4% | $4,840+36.5% |
| Participant deferral / active EE | $4,136 | $4,496-8.0% | $3,838+7.7% | $6,343-34.8% |
| Admin fee / account holder | $16,785 | $8,032+109.0% | $6,560+155.9% | $12,316+36.3% |