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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 | $200,678 | $176,120+13.9% | $159,487+25.8% | $167,553+19.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.59% | 331.95%-322.4pp | 263.71%-254.1pp | 478.89%-469.3pp |
| Employer contribution / active EE | $25,000 | $5,299+371.8% | $4,831+417.5% | $4,840+416.6% |
| Participant deferral / active EE | $22,375 | $7,752+188.6% | $7,354+204.3% | $6,343+252.8% |
| Admin fee / account holder | $2,574 | $12,561-79.5% | $10,804-76.2% | $12,316-79.1% |