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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 | $132,709 | $100,938+31.5% | $90,461+46.7% | $158,982-16.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 5.39% | 1727.20%-1721.8pp | 1294.76%-1289.4pp | 302.99%-297.6pp |
| Employer contribution / active EE | $4,427 | $3,691+19.9% | $3,264+35.6% | $4,763-7.1% |
| Participant deferral / active EE | $9,077 | $4,350+108.7% | $3,964+129.0% | $5,983+51.7% |
| Admin fee / account holder | $4,612 | $6,510-29.2% | $5,617-17.9% | $11,252-59.0% |