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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 | $219,385 | $166,089+32.1% | $164,928+33.0% | $145,978+50.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.41% | 100.26%-92.8pp | 70.08%-62.7pp | 550.52%-543.1pp |
| Employer contribution / active EE | $9,718 | $5,276+84.2% | $4,343+123.8% | $4,662+108.5% |
| Participant deferral / active EE | $10,971 | $6,961+57.6% | $6,034+81.8% | $6,690+64.0% |
| Admin fee / account holder | $33,377 | $16,641+100.6% | $12,684+163.1% | $13,400+149.1% |