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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 | $244,013 | $198,457+23.0% | $170,435+43.2% | $147,586+65.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.81% | 257.30%-248.5pp | 205.94%-197.1pp | 578.59%-569.8pp |
| Employer contribution / active EE | $13,975 | $6,183+126.0% | $5,432+157.3% | $4,876+186.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30,794 | $16,852+82.7% | $13,881+121.8% | $10,886+182.9% |