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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 | $174,379+14.4% | $152,093+31.1% | $138,895+43.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.69% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $10,617 | $4,652+128.2% | $4,175+154.3% | $4,194+153.1% |
| Participant deferral / active EE | $8,106 | $6,159+31.6% | $5,451+48.7% | $6,396+26.7% |
| Admin fee / account holder | $1,274 | $16,880-92.5% | $14,497-91.2% | $12,562-89.9% |