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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 | $107,655 | $77,920+38.2% | $149,723-28.1% | $75,177+43.2% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 12.81% | 31.72%-18.9pp | 134.50%-121.7pp | 160.75%-147.9pp |
| Employer contribution / active EE | $3,366 | $3,138+7.3% | $4,821-30.2% | $2,671+26.0% |
| Participant deferral / active EE | $3,064 | $3,411-10.2% | $5,682-46.1% | $4,126-25.8% |
| Admin fee / account holder | $17,481 | $5,951+193.8% | $13,215+32.3% | $5,651+209.3% |