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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 | $200,232 | $202,342-1.0% | $172,752+15.9% | $152,897+31.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.81% | 1029.83%-1020.0pp | 802.97%-793.2pp | 345.43%-335.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,721 | $5,948-3.8% | $5,198+10.1% | $5,851-2.2% |
| Admin fee / account holder | $22,126 | $17,111+29.3% | $13,955+58.6% | $11,599+90.8% |