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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 | $204,012 | $198,457+2.8% | $170,435+19.7% | $147,586+38.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.39% | 257.30%-252.9pp | 205.94%-201.5pp | 578.59%-574.2pp |
| Employer contribution / active EE | $6,660 | $6,183+7.7% | $5,432+22.6% | $4,876+36.6% |
| Participant deferral / active EE | $6,325 | $5,629+12.4% | $4,939+28.1% | $5,439+16.3% |
| Admin fee / account holder | $1,518 | $16,852-91.0% | $13,881-89.1% | $10,886-86.1% |