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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 | $192,722 | $154,228+25.0% | $145,433+32.5% | $137,256+40.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.18% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $12,137 | $4,804+152.6% | $4,554+166.5% | $4,156+192.0% |
| Participant deferral / active EE | $9,435 | $8,216+14.8% | $7,897+19.5% | $6,407+47.3% |
| Admin fee / account holder | $15,506 | $14,344+8.1% | $13,129+18.1% | $12,270+26.4% |