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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 | $181,939 | $172,111+5.7% | $150,298+21.1% | $137,256+32.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.95% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.4pp |
| Employer contribution / active EE | $4,602 | $4,636-0.7% | $4,154+10.8% | $4,156+10.7% |
| Participant deferral / active EE | $11,509 | $6,166+86.7% | $5,453+111.1% | $6,407+79.6% |
| Admin fee / account holder | $516 | $16,471-96.9% | $14,116-96.3% | $12,270-95.8% |