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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 | $256,795 | $81,208+216.2% | $98,920+159.6% | $79,852+221.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 9.27% | 60.99%-51.7pp | 196.47%-187.2pp | 31.72%-22.4pp |
| Employer contribution / active EE | $806 | $1,960-58.8% | $2,689-70.0% | $2,471-67.4% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,670 | $6,013-5.7% | $6,643-14.6% | $5,306+6.9% |