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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 | $194,914 | $172,111+13.2% | $150,298+29.7% | $137,256+42.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.78% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $7,884 | $4,636+70.1% | $4,154+89.8% | $4,156+89.7% |
| Participant deferral / active EE | $5,365 | $6,166-13.0% | $5,453-1.6% | $6,407-16.3% |
| Admin fee / account holder | $165,047 | $16,471+902.0% | $14,116+1069.2% | $12,270+1245.1% |