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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 | $95,980 | $78,520+22.2% | $96,576-0.6% | $82,448+16.4% |
| Participation rate | 92.0% | 77.7%+14.3pp | 81.4%+10.6pp | 68.1%+23.9pp |
| Annual return | 13.13% | 41.30%-28.2pp | 38.47%-25.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $4,013 | $2,630+52.6% | $3,553+12.9% | $2,551+57.3% |
| Participant deferral / active EE | $5,379 | $6,754-20.4% | $7,956-32.4% | $4,139+29.9% |
| Admin fee / account holder | $13,303 | $13,455-1.1% | $11,381+16.9% | $7,234+83.9% |