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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 | $237,179 | $183,516+29.2% | $155,534+52.5% | $145,884+62.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.28% | 61.43%-53.1pp | 64.92%-56.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $3,883 | $5,315-26.9% | $4,675-16.9% | $4,662-16.7% |
| Participant deferral / active EE | $11,580 | $6,467+79.1% | $5,630+105.7% | $6,690+73.1% |
| Admin fee / account holder | $86,025 | $19,293+345.9% | $15,900+441.0% | $13,392+542.4% |