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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 | $237,303 | $154,228+53.9% | $145,433+63.2% | $137,256+72.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.55% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $12,035 | $4,804+150.5% | $4,554+164.2% | $4,156+189.6% |
| Participant deferral / active EE | $15,667 | $8,216+90.7% | $7,897+98.4% | $6,407+144.5% |
| Admin fee / account holder | $966 | $14,344-93.3% | $13,129-92.6% | $12,270-92.1% |