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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 | $178,951 | $198,457-9.8% | $170,435+5.0% | $147,586+21.3% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 7.64% | 257.30%-249.7pp | 205.94%-198.3pp | 578.59%-571.0pp |
| Employer contribution / active EE | $4,177 | $6,183-32.5% | $5,432-23.1% | $4,876-14.3% |
| Participant deferral / active EE | $3,632 | $5,629-35.5% | $4,939-26.5% | $5,439-33.2% |
| Admin fee / account holder | $3,819 | $16,852-77.3% | $13,881-72.5% | $10,886-64.9% |