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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 | $247,728 | $106,749+132.1% | $145,433+70.3% | $82,448+200.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.67% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $9,881 | $3,444+186.9% | $4,554+116.9% | $2,551+287.3% |
| Participant deferral / active EE | $13,194 | $6,519+102.4% | $7,897+67.1% | $4,139+218.7% |
| Admin fee / account holder | $42,913 | $8,390+411.5% | $13,129+226.9% | $7,234+493.2% |