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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 | $199,405 | $172,111+15.9% | $150,298+32.7% | $137,256+45.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.69% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $10,617 | $4,636+129.0% | $4,154+155.6% | $4,156+155.5% |
| Participant deferral / active EE | $8,106 | $6,166+31.5% | $5,453+48.7% | $6,407+26.5% |
| Admin fee / account holder | $1,274 | $16,471-92.3% | $14,116-91.0% | $12,270-89.6% |