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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 | $189,752 | $185,856+2.1% | $170,028+11.6% | $139,456+36.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.09% | 60.52%-50.4pp | 53.39%-43.3pp | 373.45%-363.4pp |
| Employer contribution / active EE | $6,452 | $7,593-15.0% | $6,788-5.0% | $4,753+35.7% |
| Participant deferral / active EE | $14,168 | $11,623+21.9% | $10,409+36.1% | $6,711+111.1% |
| Admin fee / account holder | $63,675 | $15,387+313.8% | $12,820+396.7% | $11,407+458.2% |