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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 | $197,950 | $89,370+121.5% | $141,197+40.2% | $72,976+171.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.96% | 111.88%-92.9pp | 71.41%-52.4pp | 81.02%-62.1pp |
| Employer contribution / active EE | $3,808 | $3,115+22.3% | $4,736-19.6% | $2,440+56.1% |
| Participant deferral / active EE | $11,620 | $5,419+114.4% | $6,710+73.2% | $3,608+222.1% |
| Admin fee / account holder | $10,216 | $5,957+71.5% | $10,265-0.5% | $5,124+99.4% |