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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 | $169,763 | $183,988-7.7% | $162,177+4.7% | $152,897+11.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.67% | 150.79%-139.1pp | 115.60%-103.9pp | 345.43%-333.8pp |
| Employer contribution / active EE | $10,755 | $6,370+68.8% | $5,613+91.6% | $4,764+125.8% |
| Participant deferral / active EE | $7,308 | $8,032-9.0% | $7,297+0.1% | $5,851+24.9% |
| Admin fee / account holder | $1,813 | $13,123-86.2% | $10,843-83.3% | $11,599-84.4% |