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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 | $110,060 | $72,071+52.7% | $68,368+61.0% | $137,256-19.8% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.0%-3.5pp |
| Annual return | 10.81% | 353.14%-342.3pp | 292.57%-281.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,531 | $2,788-45.1% | $2,649-42.2% | $4,156-63.2% |
| Participant deferral / active EE | $3,278 | $4,410-25.7% | $4,123-20.5% | $6,407-48.8% |
| Admin fee / account holder | $1,756 | $5,336-67.1% | $5,150-65.9% | $12,270-85.7% |