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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 | $99,875+144.9% | $146,866+66.6% | $86,983+181.2% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 12.47% | 28.10%-15.6pp | 102.85%-90.4pp | 25.83%-13.4pp |
| Employer contribution / active EE | $3,662 | $3,224+13.6% | $4,425-17.2% | $2,584+41.7% |
| Participant deferral / active EE | $9,299 | $6,322+47.1% | $7,759+19.8% | $4,194+121.7% |
| Admin fee / account holder | $23,080 | $7,838+194.5% | $13,620+69.5% | $7,856+193.8% |