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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 | $72,547 | $156,398-53.6% | $147,318-50.8% | $138,895-47.8% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 12.08% | 78.75%-66.7pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $3,383 | $4,853-30.3% | $4,593-26.3% | $4,194-19.3% |
| Participant deferral / active EE | $7,240 | $8,237-12.1% | $7,906-8.4% | $6,396+13.2% |
| Admin fee / account holder | $42,782 | $14,976+185.7% | $13,708+212.1% | $12,562+240.6% |