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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 | $241,015 | $198,457+21.4% | $170,435+41.4% | $147,586+63.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 6.65% | 257.30%-250.7pp | 205.94%-199.3pp | 578.59%-571.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,824 | $5,629+21.2% | $4,939+38.2% | $5,439+25.5% |
| Admin fee / account holder | $963 | $16,852-94.3% | $13,881-93.1% | $10,886-91.2% |