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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 | $153,052 | $154,228-0.8% | $145,433+5.2% | $137,256+11.5% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 10.08% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,857 | $4,804-40.5% | $4,554-37.3% | $4,156-31.3% |
| Participant deferral / active EE | $8,283 | $8,216+0.8% | $7,897+4.9% | $6,407+29.3% |
| Admin fee / account holder | $35,954 | $14,344+150.7% | $13,129+173.9% | $12,270+193.0% |