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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 | $192,336 | $156,398+23.0% | $147,318+30.6% | $138,895+38.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.74% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $5,894 | $4,853+21.4% | $4,593+28.3% | $4,194+40.5% |
| Participant deferral / active EE | $6,058 | $8,237-26.5% | $7,906-23.4% | $6,396-5.3% |
| Admin fee / account holder | $56,565 | $14,976+277.7% | $13,708+312.7% | $12,562+350.3% |