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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 | $228,141 | $154,228+47.9% | $145,433+56.9% | $137,256+66.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.41% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $7,296 | $4,804+51.9% | $4,554+60.2% | $4,156+75.6% |
| Participant deferral / active EE | $11,500 | $8,216+40.0% | $7,897+45.6% | $6,407+79.5% |
| Admin fee / account holder | $82,544 | $14,344+475.5% | $13,129+528.7% | $12,270+572.7% |