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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 | $181,227 | $89,364+102.8% | $141,177+28.4% | $72,983+148.3% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 17.74% | 111.86%-94.1pp | 71.40%-53.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,970 | $3,115-36.8% | $4,736-58.4% | $2,440-19.3% |
| Participant deferral / active EE | $9,745 | $5,419+79.8% | $6,710+45.2% | $3,608+170.1% |
| Admin fee / account holder | $1,205 | $5,959-79.8% | $10,263-88.3% | $5,124-76.5% |