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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 | $214,574 | $156,398+37.2% | $147,318+45.7% | $138,895+54.5% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 9.94% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,915 | $4,853-39.9% | $4,593-36.5% | $4,194-30.5% |
| Participant deferral / active EE | $4,147 | $8,237-49.7% | $7,906-47.5% | $6,396-35.2% |
| Admin fee / account holder | $101,574 | $14,976+578.3% | $13,708+641.0% | $12,562+708.6% |