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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 | $202,272 | $156,398+29.3% | $147,318+37.3% | $138,895+45.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.96% | 78.75%-69.8pp | 70.43%-61.5pp | 145.39%-136.4pp |
| Employer contribution / active EE | $7,199 | $4,853+48.3% | $4,593+56.7% | $4,194+71.6% |
| Participant deferral / active EE | $32,103 | $8,237+289.7% | $7,906+306.0% | $6,396+401.9% |
| Admin fee / account holder | $191,290 | $14,976+1177.3% | $13,708+1295.5% | $12,562+1422.8% |