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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 | $222,329 | $111,535+99.3% | $105,223+111.3% | $137,256+62.0% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 80.0%-1.7pp |
| Annual return | 10.83% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,649 | $3,939-7.4% | $3,689-1.1% | $4,156-12.2% |
| Participant deferral / active EE | $5,855 | $5,500+6.5% | $5,072+15.4% | $6,407-8.6% |
| Admin fee / account holder | $12,557 | $9,721+29.2% | $8,859+41.7% | $12,270+2.3% |