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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 | $217,832 | $154,228+41.2% | $145,433+49.8% | $137,256+58.7% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 11.51% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,592 | $4,804-46.1% | $4,554-43.1% | $4,156-37.6% |
| Participant deferral / active EE | $9,845 | $8,216+19.8% | $7,897+24.7% | $6,407+53.7% |
| Admin fee / account holder | $31,619 | $14,344+120.4% | $13,129+140.8% | $12,270+157.7% |