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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 | $228,679 | $198,457+15.2% | $170,435+34.2% | $147,586+54.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.40% | 257.30%-252.9pp | 205.94%-201.5pp | 578.59%-574.2pp |
| Employer contribution / active EE | $6,091 | $6,183-1.5% | $5,432+12.1% | $4,876+24.9% |
| Participant deferral / active EE | $3,062 | $5,629-45.6% | $4,939-38.0% | $5,439-43.7% |
| Admin fee / account holder | $600 | $16,852-96.4% | $13,881-95.7% | $10,886-94.5% |