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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 | $228,255 | $183,988+24.1% | $162,177+40.7% | $152,897+49.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.11% | 150.79%-139.7pp | 115.60%-104.5pp | 345.43%-334.3pp |
| Employer contribution / active EE | $64,229 | $6,370+908.3% | $5,613+1044.3% | $4,764+1248.3% |
| Participant deferral / active EE | $56,675 | $8,032+605.6% | $7,297+676.7% | $5,851+868.6% |
| Admin fee / account holder | $367 | $13,123-97.2% | $10,843-96.6% | $11,599-96.8% |