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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 | $210,642 | $175,259+20.2% | $149,723+40.7% | $139,487+51.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.03% | 166.82%-160.8pp | 134.50%-128.5pp | 373.84%-367.8pp |
| Employer contribution / active EE | $4,167 | $5,478-23.9% | $4,821-13.6% | $4,755-12.4% |
| Participant deferral / active EE | $6,676 | $6,522+2.4% | $5,682+17.5% | $6,713-0.5% |
| Admin fee / account holder | $2,439 | $16,158-84.9% | $13,215-81.5% | $11,407-78.6% |