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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 | $214,950 | $162,136+32.6% | $152,301+41.1% | $154,746+38.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.31% | 91.02%-83.7pp | 80.50%-73.2pp | 172.34%-165.0pp |
| Employer contribution / active EE | $10,037 | $4,890+105.2% | $4,624+117.0% | $4,379+129.2% |
| Participant deferral / active EE | $10,073 | $8,341+20.8% | $8,004+25.9% | $6,730+49.7% |
| Admin fee / account holder | $102,861 | $15,759+552.7% | $14,398+614.4% | $14,365+616.0% |