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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 | $118,532 | $202,345-41.4% | $172,755-31.4% | $152,885-22.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 6.58% | 1029.77%-1023.2pp | 802.94%-796.4pp | 345.39%-338.8pp |
| Employer contribution / active EE | $7,184 | $5,858+22.6% | $5,144+39.7% | $4,763+50.8% |
| Participant deferral / active EE | $2,531 | $5,948-57.5% | $5,198-51.3% | $5,851-56.7% |
| Admin fee / account holder | $6,786 | $17,111-60.3% | $13,955-51.4% | $11,598-41.5% |