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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 | $229,818 | $172,111+33.5% | $150,298+52.9% | $137,256+67.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.69% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $4,645 | $4,636+0.2% | $4,154+11.8% | $4,156+11.8% |
| Participant deferral / active EE | $9,549 | $6,166+54.9% | $5,453+75.1% | $6,407+49.0% |
| Admin fee / account holder | $41,907 | $16,471+154.4% | $14,116+196.9% | $12,270+241.5% |