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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 | $156,398+36.5% | $147,318+44.9% | $138,895+53.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.12% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $11,601 | $4,853+139.0% | $4,593+152.6% | $4,194+176.6% |
| Participant deferral / active EE | $8,853 | $8,237+7.5% | $7,906+12.0% | $6,396+38.4% |
| Admin fee / account holder | $64,802 | $14,976+332.7% | $13,708+372.7% | $12,562+415.8% |