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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 | $197,644 | $198,457-0.4% | $170,435+16.0% | $147,586+33.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.68% | 257.30%-248.6pp | 205.94%-197.3pp | 578.59%-569.9pp |
| Employer contribution / active EE | $5,239 | $6,183-15.3% | $5,432-3.6% | $4,876+7.4% |
| Participant deferral / active EE | $8,629 | $5,629+53.3% | $4,939+74.7% | $5,439+58.7% |
| Admin fee / account holder | $1,531 | $16,852-90.9% | $13,881-89.0% | $10,886-85.9% |