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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 | $196,059 | $156,398+25.4% | $147,318+33.1% | $138,895+41.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 11.81% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,864 | $4,853-61.6% | $4,593-59.4% | $4,194-55.6% |
| Participant deferral / active EE | $5,132 | $8,237-37.7% | $7,906-35.1% | $6,396-19.8% |
| Admin fee / account holder | $31,381 | $14,976+109.5% | $13,708+128.9% | $12,562+149.8% |