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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 | $202,965 | $198,457+2.3% | $170,435+19.1% | $147,586+37.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.86% | 257.30%-252.4pp | 205.94%-201.1pp | 578.59%-573.7pp |
| Employer contribution / active EE | $2,174 | $6,183-64.8% | $5,432-60.0% | $4,876-55.4% |
| Participant deferral / active EE | $6,704 | $5,629+19.1% | $4,939+35.7% | $5,439+23.3% |
| Admin fee / account holder | $5,048 | $16,852-70.0% | $13,881-63.6% | $10,886-53.6% |