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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 | $378,714 | $110,307+243.3% | $96,576+292.1% | $139,456+171.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.84% | 26.40%-18.6pp | 25.87%-18.0pp | 373.45%-365.6pp |
| Employer contribution / active EE | $2,557 | $3,619-29.4% | $2,965-13.8% | $4,753-46.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,954 | $11,597-40.0% | $8,253-15.7% | $11,407-39.0% |