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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 | $190,061 | $88,672+114.3% | $105,223+80.6% | $82,448+130.5% |
| Participation rate | 75.6% | 67.9%+7.7pp | 75.0%+0.6pp | 68.1%+7.5pp |
| Annual return | 12.59% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,411 | $3,048+11.9% | $3,689-7.5% | $2,551+33.7% |
| Participant deferral / active EE | $8,786 | $4,036+117.7% | $5,072+73.2% | $4,139+112.3% |
| Admin fee / account holder | $12,414 | $7,146+73.7% | $8,859+40.1% | $7,234+71.6% |