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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 | $86,125 | $50,554+70.4% | $67,681+27.3% | $87,485-1.6% |
| Participation rate | 98.5% | 67.7%+30.8pp | 73.7%+24.8pp | 68.9%+29.6pp |
| Annual return | 9.21% | 17.81%-8.6pp | 590.58%-581.4pp | 26.06%-16.8pp |
| Employer contribution / active EE | $3,055 | $1,988+53.6% | $2,678+14.1% | $2,596+17.7% |
| Participant deferral / active EE | $4,353 | $2,961+47.0% | $3,976+9.5% | $4,274+1.9% |
| Admin fee / account holder | $5,034 | $4,132+21.8% | $6,100-17.5% | $7,775-35.3% |