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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 | $224,831 | $156,398+43.8% | $147,318+52.6% | $138,895+61.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.11% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $18,232 | $4,853+275.7% | $4,593+297.0% | $4,194+334.7% |
| Participant deferral / active EE | $21,722 | $8,237+163.7% | $7,906+174.7% | $6,396+239.6% |
| Admin fee / account holder | $116,404 | $14,976+677.3% | $13,708+749.2% | $12,562+826.6% |