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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 | $244,528 | $202,342+20.8% | $172,752+41.5% | $152,897+59.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.11% | 1029.83%-1021.7pp | 802.97%-794.9pp | 345.43%-337.3pp |
| Employer contribution / active EE | $2,364 | $5,858-59.6% | $5,144-54.0% | $4,764-50.4% |
| Participant deferral / active EE | $9,981 | $5,948+67.8% | $5,198+92.0% | $5,851+70.6% |
| Admin fee / account holder | $2,257 | $17,111-86.8% | $13,955-83.8% | $11,599-80.5% |