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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 | $179,548 | $88,815+102.2% | $81,882+119.3% | $145,897+23.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.12% | 1033.75%-1024.6pp | 779.47%-770.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $24,818 | $3,086+704.1% | $2,916+751.1% | $4,663+432.3% |
| Participant deferral / active EE | $13,017 | $4,647+180.1% | $4,323+201.1% | $6,689+94.6% |
| Admin fee / account holder | $7,278 | $8,434-13.7% | $7,360-1.1% | $13,390-45.6% |