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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 | $176,014 | $160,028+10.0% | $147,080+19.7% | $145,884+20.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 6.01% | 98.60%-92.6pp | 420.17%-414.2pp | 551.85%-545.8pp |
| Employer contribution / active EE | $13,069 | $5,286+147.3% | $4,933+164.9% | $4,662+180.3% |
| Participant deferral / active EE | $7,614 | $8,422-9.6% | $8,066-5.6% | $6,690+13.8% |
| Admin fee / account holder | $14,162 | $15,030-5.8% | $12,989+9.0% | $13,392+5.8% |