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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 | $244,621 | $106,749+129.2% | $145,433+68.2% | $82,448+196.7% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.1%+11.9pp | 68.1%+26.0pp |
| Annual return | 12.47% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,662 | $3,444+6.3% | $4,554-19.6% | $2,551+43.6% |
| Participant deferral / active EE | $9,299 | $6,519+42.7% | $7,897+17.7% | $4,139+124.7% |
| Admin fee / account holder | $23,080 | $8,390+175.1% | $13,129+75.8% | $7,234+219.0% |