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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 | $132,215 | $106,749+23.9% | $145,433-9.1% | $82,448+60.4% |
| Participation rate | 80.5% | 75.6%+4.8pp | 82.1%-1.6pp | 68.1%+12.4pp |
| Annual return | 13.09% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,168 | $3,444+21.0% | $4,554-8.5% | $2,551+63.4% |
| Participant deferral / active EE | $8,607 | $6,519+32.0% | $7,897+9.0% | $4,139+107.9% |
| Admin fee / account holder | $10,360 | $8,390+23.5% | $13,129-21.1% | $7,234+43.2% |