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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 | $164,528 | $154,228+6.7% | $145,433+13.1% | $137,256+19.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.76% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $5,200 | $4,804+8.2% | $4,554+14.2% | $4,156+25.1% |
| Participant deferral / active EE | $28,000 | $8,216+240.8% | $7,897+254.5% | $6,407+337.0% |
| Admin fee / account holder | $3,230 | $14,344-77.5% | $13,129-75.4% | $12,270-73.7% |