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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 | $85,095 | $89,370-4.8% | $141,197-39.7% | $72,976+16.6% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 17.59% | 111.88%-94.3pp | 71.41%-53.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $3,450 | $3,115+10.8% | $4,736-27.2% | $2,440+41.4% |
| Participant deferral / active EE | $5,383 | $5,419-0.7% | $6,710-19.8% | $3,608+49.2% |
| Admin fee / account holder | $3,614 | $5,957-39.3% | $10,265-64.8% | $5,124-29.5% |