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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 | $212,235 | $150,435+41.1% | $120,580+76.0% | $145,897+45.5% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 6.92% | 154.60%-147.7pp | 107.48%-100.6pp | 552.29%-545.4pp |
| Employer contribution / active EE | $11,992 | $4,352+175.5% | $3,469+245.7% | $4,663+157.2% |
| Participant deferral / active EE | $5,408 | $6,174-12.4% | $4,995+8.2% | $6,689-19.2% |
| Admin fee / account holder | $50,342 | $12,182+313.2% | $9,418+434.5% | $13,390+276.0% |