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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 | $248,370 | $209,336+18.6% | $197,124+26.0% | $137,256+81.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.09% | 48.09%-38.0pp | 44.34%-34.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $52,750 | $6,591+700.4% | $6,227+747.1% | $4,156+1169.2% |
| Participant deferral / active EE | $35,500 | $9,614+269.2% | $9,135+288.6% | $6,407+454.1% |
| Admin fee / account holder | $23,298 | $17,308+34.6% | $16,298+42.9% | $12,270+89.9% |