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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 | $244,132 | $201,370+21.2% | $184,256+32.5% | $145,897+67.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.21% | 29.05%-19.8pp | 28.85%-19.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $8,401 | $7,024+19.6% | $6,427+30.7% | $4,663+80.2% |
| Participant deferral / active EE | $23,750 | $9,808+142.2% | $9,133+160.0% | $6,689+255.0% |
| Admin fee / account holder | $29,913 | $16,364+82.8% | $13,899+115.2% | $13,390+123.4% |