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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 | $200,532 | $209,874-4.5% | $189,537+5.8% | $167,536+19.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 4.95% | 748.61%-743.7pp | 555.34%-550.4pp | 478.82%-473.9pp |
| Employer contribution / active EE | $1,639 | $6,913-76.3% | $6,161-73.4% | $4,839-66.1% |
| Participant deferral / active EE | $10,925 | $8,934+22.3% | $8,220+32.9% | $6,342+72.2% |
| Admin fee / account holder | $16,734 | $14,299+17.0% | $12,048+38.9% | $12,315+35.9% |