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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 | $129,814 | $100,194+29.6% | $122,979+5.6% | $86,983+49.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 10.19% | 16.47%-6.3pp | 20.12%-9.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $5,994 | $2,326+157.8% | $3,062+95.7% | $2,584+131.9% |
| Participant deferral / active EE | $3,413 | $4,133-17.4% | $5,003-31.8% | $4,194-18.6% |
| Admin fee / account holder | $8,922 | $10,148-12.1% | $12,864-30.6% | $7,856+13.6% |