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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 | $234,031 | $175,231+33.6% | $149,696+56.3% | $139,466+67.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.01% | 166.77%-158.8pp | 134.46%-126.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $6,564 | $5,478+19.8% | $4,821+36.2% | $4,754+38.1% |
| Participant deferral / active EE | $4,779 | $6,521-26.7% | $5,682-15.9% | $6,712-28.8% |
| Admin fee / account holder | $15,773 | $16,155-2.4% | $13,212+19.4% | $11,409+38.3% |