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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 | $217,881 | $160,070+36.1% | $147,117+48.1% | $145,897+49.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 8.12% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $4,551 | $5,285-13.9% | $4,932-7.7% | $4,663-2.4% |
| Participant deferral / active EE | $9,956 | $8,419+18.2% | $8,065+23.4% | $6,689+48.8% |
| Admin fee / account holder | $180,950 | $15,035+1103.5% | $12,993+1292.7% | $13,390+1251.3% |