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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 | $177,925 | $183,592-3.1% | $155,567+14.4% | $145,959+21.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.61% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $8,990 | $5,315+69.2% | $4,674+92.3% | $4,661+92.9% |
| Participant deferral / active EE | $7,579 | $6,464+17.2% | $5,628+34.7% | $6,689+13.3% |
| Admin fee / account holder | $40,234 | $19,318+108.3% | $15,916+152.8% | $13,398+200.3% |