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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 | $207,375 | $175,259+18.3% | $149,723+38.5% | $139,487+48.7% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 5.87% | 166.82%-161.0pp | 134.50%-128.6pp | 373.84%-368.0pp |
| Employer contribution / active EE | $9,397 | $5,478+71.5% | $4,821+94.9% | $4,755+97.6% |
| Participant deferral / active EE | $4,317 | $6,522-33.8% | $5,682-24.0% | $6,713-35.7% |
| Admin fee / account holder | $41,503 | $16,158+156.9% | $13,215+214.1% | $11,407+263.8% |