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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 | $111,823 | $72,071+55.2% | $68,368+63.6% | $137,256-18.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 11.45% | 353.14%-341.7pp | 292.57%-281.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $6,011 | $2,788+115.6% | $2,649+126.9% | $4,156+44.6% |
| Participant deferral / active EE | $11,321 | $4,410+156.7% | $4,123+174.6% | $6,407+76.7% |
| Admin fee / account holder | $7,320 | $5,336+37.2% | $5,150+42.1% | $12,270-40.3% |