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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 | $150,482 | $110,137+36.6% | $161,149-6.6% | $82,637+82.1% |
| Participation rate | 77.1% | 72.4%+4.8pp | 78.8%-1.7pp | 68.1%+9.1pp |
| Annual return | 11.47% | 20.69%-9.2pp | 21.16%-9.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $3,429 | $2,856+20.0% | $4,360-21.4% | $2,552+34.3% |
| Participant deferral / active EE | $5,576 | $4,575+21.9% | $6,153-9.4% | $4,126+35.1% |
| Admin fee / account holder | $20,110 | $9,467+112.4% | $15,194+32.4% | $7,339+174.0% |