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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 | $210,061 | $102,429+105.1% | $147,096+42.8% | $80,925+159.6% |
| Participation rate | 96.7% | 75.9%+20.9pp | 82.2%+14.5pp | 67.7%+29.1pp |
| Annual return | 11.40% | 135.02%-123.6pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $7,578 | $3,716+104.0% | $4,936+53.5% | $2,756+175.0% |
| Participant deferral / active EE | $9,804 | $6,649+47.5% | $8,071+21.5% | $4,299+128.1% |
| Admin fee / account holder | $16,036 | $7,957+101.5% | $13,005+23.3% | $6,940+131.1% |