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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 | $99,310 | $101,950-2.6% | $125,529-20.9% | $86,983+14.2% |
| Participation rate | 95.7% | 70.2%+25.6pp | 74.7%+21.0pp | 69.5%+26.2pp |
| Annual return | 10.29% | 18.29%-8.0pp | 202.56%-192.3pp | 25.83%-15.5pp |
| Employer contribution / active EE | $3,116 | $2,358+32.1% | $3,058+1.9% | $2,584+20.6% |
| Participant deferral / active EE | $10,333 | $3,862+167.5% | $4,813+114.7% | $4,194+146.4% |
| Admin fee / account holder | $40,871 | $12,791+219.5% | $16,298+150.8% | $7,856+420.3% |