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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 | $253,043 | $152,619+65.8% | $125,195+102.1% | $152,909+65.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 4.57% | 54.85%-50.3pp | 43.79%-39.2pp | 345.46%-340.9pp |
| Employer contribution / active EE | $7,802 | $4,947+57.7% | $3,866+101.8% | $4,764+63.8% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,373 | $13,437-45.1% | $9,704-24.0% | $11,601-36.4% |