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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 | $238,975 | $106,864+123.6% | $147,318+62.2% | $82,637+189.2% |
| Participation rate | 76.0% | 75.5%+0.5pp | 82.1%-6.1pp | 68.1%+7.9pp |
| Annual return | 14.03% | 27.49%-13.5pp | 70.43%-56.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $4,926 | $3,417+44.2% | $4,593+7.3% | $2,552+93.0% |
| Participant deferral / active EE | $10,054 | $6,496+54.8% | $7,906+27.2% | $4,126+143.7% |
| Admin fee / account holder | $15,922 | $8,415+89.2% | $13,708+16.2% | $7,339+117.0% |