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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 | $132,709 | $100,895+31.5% | $90,430+46.8% | $158,950-16.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 5.39% | 1725.54%-1720.2pp | 1293.73%-1288.3pp | 302.91%-297.5pp |
| Employer contribution / active EE | $4,427 | $3,689+20.0% | $3,262+35.7% | $4,762-7.0% |
| Participant deferral / active EE | $9,077 | $4,347+108.8% | $3,963+129.1% | $5,983+51.7% |
| Admin fee / account holder | $4,612 | $6,505-29.1% | $5,613-17.8% | $11,248-59.0% |