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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 | $222,193 | $157,304+41.3% | $141,197+57.4% | $152,909+45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.73% | 64.34%-50.6pp | 71.41%-57.7pp | 345.46%-331.7pp |
| Employer contribution / active EE | $5,188 | $5,263-1.4% | $4,736+9.5% | $4,764+8.9% |
| Participant deferral / active EE | $18,750 | $7,111+163.7% | $6,710+179.4% | $5,851+220.4% |
| Admin fee / account holder | $17,924 | $12,126+47.8% | $10,265+74.6% | $11,601+54.5% |