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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 | $177,065 | $162,136+9.2% | $152,301+16.3% | $154,746+14.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.14% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $3,409 | $4,890-30.3% | $4,624-26.3% | $4,379-22.2% |
| Participant deferral / active EE | $18,419 | $8,341+120.8% | $8,004+130.1% | $6,730+173.7% |
| Admin fee / account holder | $20,538 | $15,759+30.3% | $14,398+42.6% | $14,365+43.0% |