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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 | $219,322 | $156,398+40.2% | $147,318+48.9% | $138,895+57.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.31% | 78.75%-71.4pp | 70.43%-63.1pp | 145.39%-138.1pp |
| Employer contribution / active EE | $5,738 | $4,853+18.2% | $4,593+24.9% | $4,194+36.8% |
| Participant deferral / active EE | $13,190 | $8,237+60.1% | $7,906+66.8% | $6,396+106.2% |
| Admin fee / account holder | $135,749 | $14,976+806.5% | $13,708+890.3% | $12,562+980.6% |