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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 | $213,463 | $156,398+36.5% | $147,318+44.9% | $138,895+53.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.43% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $3,825 | $4,853-21.2% | $4,593-16.7% | $4,194-8.8% |
| Participant deferral / active EE | $11,342 | $8,237+37.7% | $7,906+43.5% | $6,396+77.3% |
| Admin fee / account holder | $81,047 | $14,976+441.2% | $13,708+491.3% | $12,562+545.2% |