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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 | $207,953 | $181,896+14.3% | $156,551+32.8% | $273,972-24.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 1.41% | 30.74%-29.3pp | 32.23%-30.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $7,527 | $6,248+20.5% | $5,501+36.8% | $4,869+54.6% |
| Participant deferral / active EE | $5,910 | $5,550+6.5% | $4,871+21.3% | $5,287+11.8% |
| Admin fee / account holder | $2,060 | $15,560-86.8% | $13,028-84.2% | $10,133-79.7% |