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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 | $211,971 | $106,749+98.6% | $145,433+45.8% | $82,448+157.1% |
| Participation rate | 77.1% | 75.6%+1.5pp | 82.1%-5.0pp | 68.1%+9.1pp |
| Annual return | 11.16% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $4,791 | $3,444+39.1% | $4,554+5.2% | $2,551+87.8% |
| Participant deferral / active EE | $5,379 | $6,519-17.5% | $7,897-31.9% | $4,139+29.9% |
| Admin fee / account holder | $31,389 | $8,390+274.1% | $13,129+139.1% | $7,234+333.9% |