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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 | $54,387 | $48,327+12.5% | $67,575-19.5% | $80,935-32.8% |
| Participation rate | 71.4% | 66.4%+5.0pp | 72.9%-1.5pp | 67.7%+3.8pp |
| Annual return | 10.93% | 18.31%-7.4pp | 3528.98%-3518.1pp | 35.66%-24.7pp |
| Employer contribution / active EE | $2,150 | $2,022+6.3% | $2,736-21.4% | $2,757-22.0% |
| Participant deferral / active EE | $3,074 | $2,927+5.0% | $4,003-23.2% | $4,299-28.5% |
| Admin fee / account holder | $4,708 | $3,692+27.5% | $3,993+17.9% | $6,924-32.0% |