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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 | $205,901 | $172,111+19.6% | $150,298+37.0% | $137,256+50.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.97% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $15,000 | $4,636+223.5% | $4,154+261.1% | $4,156+260.9% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $13,734 | $16,471-16.6% | $14,116-2.7% | $12,270+11.9% |