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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 | $184,494 | $156,398+18.0% | $147,318+25.2% | $138,895+32.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 8.77% | 78.75%-70.0pp | 70.43%-61.7pp | 145.39%-136.6pp |
| Employer contribution / active EE | $2,396 | $4,853-50.6% | $4,593-47.8% | $4,194-42.9% |
| Participant deferral / active EE | $7,171 | $8,237-12.9% | $7,906-9.3% | $6,396+12.1% |
| Admin fee / account holder | $5,381 | $14,976-64.1% | $13,708-60.7% | $12,562-57.2% |