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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 | $238,411 | $209,336+13.9% | $197,124+20.9% | $137,256+73.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.80% | 48.09%-38.3pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $8,173 | $6,591+24.0% | $6,227+31.2% | $4,156+96.6% |
| Participant deferral / active EE | $9,458 | $9,614-1.6% | $9,135+3.5% | $6,407+47.6% |
| Admin fee / account holder | $8,828 | $17,308-49.0% | $16,298-45.8% | $12,270-28.1% |