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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 | $221,746 | $198,461+11.7% | $170,436+30.1% | $147,585+50.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.85% | 257.30%-249.5pp | 205.94%-198.1pp | 578.57%-570.7pp |
| Employer contribution / active EE | $2,011 | $6,184-67.5% | $5,433-63.0% | $4,876-58.8% |
| Participant deferral / active EE | $8,605 | $5,629+52.9% | $4,939+74.2% | $5,439+58.2% |
| Admin fee / account holder | $2,665 | $16,852-84.2% | $13,880-80.8% | $10,885-75.5% |