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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 | $23,674 | $88,754-73.3% | $81,820-71.1% | $145,877-83.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 9.24% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $3,072 | $3,085-0.4% | $2,915+5.4% | $4,663-34.1% |
| Participant deferral / active EE | $8,520 | $4,648+83.3% | $4,323+97.1% | $6,691+27.3% |
| Admin fee / account holder | $12,794 | $8,424+51.9% | $7,391+73.1% | $13,402-4.5% |