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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 | $268,833 | $115,225+133.3% | $100,712+166.9% | $138,895+93.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 7.67% | 40.35%-32.7pp | 33.27%-25.6pp | 145.39%-137.7pp |
| Employer contribution / active EE | $5,556 | $2,771+100.5% | $2,313+140.2% | $4,194+32.5% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,662 | $10,844-29.3% | $9,256-17.2% | $12,562-39.0% |