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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 | $48,277+12.7% | $67,511-19.4% | $80,874-32.8% |
| Participation rate | 71.4% | 66.4%+5.0pp | 72.9%-1.5pp | 67.6%+3.8pp |
| Annual return | 10.93% | 18.27%-7.3pp | 3517.41%-3506.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,150 | $2,021+6.4% | $2,733-21.3% | $2,756-22.0% |
| Participant deferral / active EE | $3,074 | $2,926+5.1% | $4,000-23.2% | $4,297-28.5% |
| Admin fee / account holder | $4,708 | $3,687+27.7% | $3,999+17.7% | $6,935-32.1% |