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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 | $135,066 | $106,749+26.5% | $145,433-7.1% | $82,448+63.8% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 13.89% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,020 | $3,444-12.3% | $4,554-33.7% | $2,551+18.4% |
| Participant deferral / active EE | $5,159 | $6,519-20.9% | $7,897-34.7% | $4,139+24.6% |
| Admin fee / account holder | $6,644 | $8,390-20.8% | $13,129-49.4% | $7,234-8.2% |