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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 | $205,802 | $156,398+31.6% | $147,318+39.7% | $138,895+48.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.95% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.4pp |
| Employer contribution / active EE | $31,723 | $4,853+553.6% | $4,593+590.7% | $4,194+656.3% |
| Participant deferral / active EE | $10,992 | $8,237+33.4% | $7,906+39.0% | $6,396+71.9% |
| Admin fee / account holder | $903 | $14,976-94.0% | $13,708-93.4% | $12,562-92.8% |