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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 | $109,100 | $81,403+34.0% | $147,027-25.8% | $87,485+24.7% |
| Participation rate | 72.4% | 63.4%+8.9pp | 73.7%-1.4pp | 68.9%+3.4pp |
| Annual return | 10.47% | 16.51%-6.0pp | 20.23%-9.8pp | 26.06%-15.6pp |
| Employer contribution / active EE | $6,005 | $2,205+172.3% | $3,626+65.6% | $2,596+131.3% |
| Participant deferral / active EE | $7,130 | $3,315+115.1% | $4,933+44.5% | $4,274+66.8% |
| Admin fee / account holder | $10,078 | $6,755+49.2% | $12,223-17.5% | $7,775+29.6% |