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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 | $206,133 | $156,398+31.8% | $147,318+39.9% | $138,895+48.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.79% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $9,611 | $4,853+98.0% | $4,593+109.3% | $4,194+129.2% |
| Participant deferral / active EE | $12,914 | $8,237+56.8% | $7,906+63.3% | $6,396+101.9% |
| Admin fee / account holder | $59,310 | $14,976+296.0% | $13,708+332.7% | $12,562+372.1% |