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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,236 | $165,381+69.4% | $149,730+87.2% | $158,966+76.3% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 2.66% | 348.29%-345.6pp | 276.70%-274.0pp | 302.95%-300.3pp |
| Employer contribution / active EE | $23,810 | $5,104+366.5% | $4,645+412.6% | $4,762+399.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,957 | $10,809-35.6% | $9,310-25.3% | $11,250-38.2% |