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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 | $154,774 | $55,457+179.1% | $77,361+100.1% | $94,015+64.6% |
| Participation rate | 90.9% | 69.8%+21.1pp | 75.0%+15.9pp | 70.8%+20.1pp |
| Annual return | 8.98% | 15.57%-6.6pp | 1011.54%-1002.6pp | 17.84%-8.9pp |
| Employer contribution / active EE | $3,764 | $2,255+67.0% | $2,990+25.9% | $2,790+34.9% |
| Participant deferral / active EE | $5,882 | $3,069+91.6% | $3,911+50.4% | $4,249+38.4% |
| Admin fee / account holder | $11,225 | $4,334+159.0% | $5,894+90.5% | $8,951+25.4% |