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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 | $164,998 | $162,136+1.8% | $152,301+8.3% | $154,746+6.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 11.34% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,300 | $4,890-53.0% | $4,624-50.3% | $4,379-47.5% |
| Participant deferral / active EE | $11,400 | $8,341+36.7% | $8,004+42.4% | $6,730+69.4% |
| Admin fee / account holder | $49,151 | $15,759+211.9% | $14,398+241.4% | $14,365+242.2% |