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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 | $204,423 | $162,136+26.1% | $152,301+34.2% | $154,746+32.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.39% | 91.02%-79.6pp | 80.50%-69.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $10,965 | $4,890+124.2% | $4,624+137.1% | $4,379+150.4% |
| Participant deferral / active EE | $8,908 | $8,341+6.8% | $8,004+11.3% | $6,730+32.4% |
| Admin fee / account holder | $2,013 | $15,759-87.2% | $14,398-86.0% | $14,365-86.0% |