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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 | $243,408 | $160,028+52.1% | $147,080+65.5% | $145,884+66.9% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 9.32% | 98.60%-89.3pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $6,672 | $5,286+26.2% | $4,933+35.2% | $4,662+43.1% |
| Participant deferral / active EE | $8,858 | $8,422+5.2% | $8,066+9.8% | $6,690+32.4% |
| Admin fee / account holder | $105,572 | $15,030+602.4% | $12,989+712.8% | $13,392+688.3% |