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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 | $241,411 | $102,429+135.7% | $147,096+64.1% | $80,925+198.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.33% | 135.02%-124.7pp | 419.75%-409.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $10,031 | $3,716+170.0% | $4,936+103.2% | $2,756+263.9% |
| Participant deferral / active EE | $9,797 | $6,649+47.4% | $8,071+21.4% | $4,299+127.9% |
| Admin fee / account holder | $11,950 | $7,957+50.2% | $13,005-8.1% | $6,940+72.2% |