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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 | $178,234 | $106,864+66.8% | $147,318+21.0% | $82,637+115.7% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.1%+16.3pp | 68.1%+30.3pp |
| Annual return | 13.60% | 27.49%-13.9pp | 70.43%-56.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $10,421 | $3,417+205.0% | $4,593+126.9% | $2,552+308.3% |
| Participant deferral / active EE | $7,203 | $6,496+10.9% | $7,906-8.9% | $4,126+74.6% |
| Admin fee / account holder | $11,380 | $8,415+35.2% | $13,708-17.0% | $7,339+55.1% |