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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 | $335,261 | $129,737+158.4% | $119,126+181.4% | $154,746+116.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 6.70% | 379.08%-372.4pp | 282.11%-275.4pp | 172.34%-165.6pp |
| Employer contribution / active EE | $8,933 | $4,375+104.2% | $4,034+121.5% | $4,379+104.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $525,107 | $11,961+4290.3% | $10,693+4810.7% | $14,365+3555.4% |