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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 | $213,509 | $154,228+38.4% | $145,433+46.8% | $137,256+55.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.12% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $11,601 | $4,804+141.5% | $4,554+154.7% | $4,156+179.1% |
| Participant deferral / active EE | $8,853 | $8,216+7.8% | $7,897+12.1% | $6,407+38.2% |
| Admin fee / account holder | $64,802 | $14,344+351.8% | $13,129+393.6% | $12,270+428.1% |