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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 | $247,576 | $199,109+24.3% | $173,730+42.5% | $154,746+60.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 7.27% | 20.02%-12.8pp | 19.96%-12.7pp | 172.34%-165.1pp |
| Employer contribution / active EE | $7,310 | $5,311+37.6% | $4,577+59.7% | $4,379+66.9% |
| Participant deferral / active EE | $21,800 | $7,113+206.5% | $6,326+244.6% | $6,730+223.9% |
| Admin fee / account holder | $2,627 | $20,916-87.4% | $17,523-85.0% | $14,365-81.7% |