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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 | $227,589 | $154,228+47.6% | $145,433+56.5% | $137,256+65.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 12.17% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,554 | $4,804-46.8% | $4,554-43.9% | $4,156-38.6% |
| Participant deferral / active EE | $5,761 | $8,216-29.9% | $7,897-27.1% | $6,407-10.1% |
| Admin fee / account holder | $25,971 | $14,344+81.1% | $13,129+97.8% | $12,270+111.7% |