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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 | $240,154 | $174,379+37.7% | $152,093+57.9% | $138,895+72.9% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 10.95% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $8,667 | $4,652+86.3% | $4,175+107.6% | $4,194+106.6% |
| Participant deferral / active EE | $8,881 | $6,159+44.2% | $5,451+62.9% | $6,396+38.8% |
| Admin fee / account holder | $181,874 | $16,880+977.5% | $14,497+1154.6% | $12,562+1347.8% |