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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 | $318,894 | $115,814+175.3% | $101,275+214.9% | $158,982+100.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.17% | 56.16%-51.0pp | 46.48%-41.3pp | 302.99%-297.8pp |
| Employer contribution / active EE | $15,190 | $4,176+263.8% | $3,660+315.0% | $4,763+218.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,410 | $7,249-80.6% | $5,948-76.3% | $11,252-87.5% |