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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 | $259,755 | $85,766+202.9% | $136,298+90.6% | $70,126+270.4% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 6.80% | 31.46%-24.7pp | 5156.27%-5149.5pp | 73.15%-66.3pp |
| Employer contribution / active EE | $2,546 | $2,966-14.2% | $4,696-45.8% | $2,343+8.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $588 | $5,421-89.1% | $9,244-93.6% | $4,645-87.3% |