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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 | $107,202 | $46,534+130.4% | $64,097+67.2% | $75,177+42.6% |
| Participation rate | 96.6% | 65.9%+30.6pp | 72.3%+24.2pp | 67.2%+29.3pp |
| Annual return | 10.03% | 26.07%-16.0pp | 33.75%-23.7pp | 160.75%-150.7pp |
| Employer contribution / active EE | $3,546 | $1,976+79.5% | $2,750+29.0% | $2,671+32.8% |
| Participant deferral / active EE | $4,761 | $2,835+67.9% | $3,881+22.7% | $4,126+15.4% |
| Admin fee / account holder | $3,107 | $2,957+5.1% | $3,070+1.2% | $5,651-45.0% |