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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 | $104,518 | $202,342-48.3% | $172,752-39.5% | $152,897-31.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 10.67% | 1029.83%-1019.2pp | 802.97%-792.3pp | 345.43%-334.8pp |
| Employer contribution / active EE | $3,756 | $5,858-35.9% | $5,144-27.0% | $4,764-21.1% |
| Participant deferral / active EE | $2,960 | $5,948-50.2% | $5,198-43.1% | $5,851-49.4% |
| Admin fee / account holder | $4,809 | $17,111-71.9% | $13,955-65.5% | $11,599-58.5% |