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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 | $198,981 | $72,071+176.1% | $68,368+191.0% | $137,256+45.0% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 10.75% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $4,884 | $2,788+75.2% | $2,649+84.4% | $4,156+17.5% |
| Participant deferral / active EE | $2,584 | $4,410-41.4% | $4,123-37.3% | $6,407-59.7% |
| Admin fee / account holder | $56,087 | $5,336+951.2% | $5,150+989.1% | $12,270+357.1% |