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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 | $90,292 | $72,071+25.3% | $68,368+32.1% | $137,256-34.2% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 12.54% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,693 | $2,788+32.5% | $2,649+39.4% | $4,156-11.1% |
| Participant deferral / active EE | $4,094 | $4,410-7.2% | $4,123-0.7% | $6,407-36.1% |
| Admin fee / account holder | $5,488 | $5,336+2.9% | $5,150+6.6% | $12,270-55.3% |