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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 | $235,426 | $106,749+120.5% | $145,433+61.9% | $82,448+185.5% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 14.17% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $7,052 | $3,444+104.7% | $4,554+54.8% | $2,551+176.4% |
| Participant deferral / active EE | $15,036 | $6,519+130.7% | $7,897+90.4% | $4,139+263.3% |
| Admin fee / account holder | $42,960 | $8,390+412.0% | $13,129+227.2% | $7,234+493.8% |