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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 | $156,398+13.2% | $147,318+20.2% | $138,895+27.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.14% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $3,409 | $4,853-29.8% | $4,593-25.8% | $4,194-18.7% |
| Participant deferral / active EE | $18,419 | $8,237+123.6% | $7,906+133.0% | $6,396+188.0% |
| Admin fee / account holder | $20,538 | $14,976+37.1% | $13,708+49.8% | $12,562+63.5% |