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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 | $224,110 | $106,749+109.9% | $145,433+54.1% | $82,448+171.8% |
| Participation rate | 89.8% | 75.6%+14.2pp | 82.1%+7.7pp | 68.1%+21.8pp |
| Annual return | 13.97% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $9,474 | $3,444+175.1% | $4,554+108.0% | $2,551+271.4% |
| Participant deferral / active EE | $7,571 | $6,519+16.1% | $7,897-4.1% | $4,139+82.9% |
| Admin fee / account holder | $22,502 | $8,390+168.2% | $13,129+71.4% | $7,234+211.0% |