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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 | $189,642 | $198,457-4.4% | $170,435+11.3% | $147,586+28.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.73% | 257.30%-250.6pp | 205.94%-199.2pp | 578.59%-571.9pp |
| Employer contribution / active EE | $7,325 | $6,183+18.5% | $5,432+34.8% | $4,876+50.2% |
| Participant deferral / active EE | $14,850 | $5,629+163.8% | $4,939+200.6% | $5,439+173.0% |
| Admin fee / account holder | $58,418 | $16,852+246.6% | $13,881+320.9% | $10,886+436.6% |