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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 | $211,013 | $217,432-3.0% | $185,849+13.5% | $167,536+26.0% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 7.73% | 148.42%-140.7pp | 122.10%-114.4pp | 478.82%-471.1pp |
| Employer contribution / active EE | $10,555 | $5,875+79.7% | $5,169+104.2% | $4,839+118.1% |
| Participant deferral / active EE | $10,084 | $6,357+58.6% | $5,569+81.1% | $6,342+59.0% |
| Admin fee / account holder | $134,799 | $19,818+580.2% | $16,244+729.9% | $12,315+994.6% |