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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 | $268,952 | $106,247+153.1% | $96,515+178.7% | $139,466+92.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.46% | 38.47%-29.0pp | 35.73%-26.3pp | 373.66%-364.2pp |
| Employer contribution / active EE | $13,885 | $4,106+238.2% | $3,740+271.3% | $4,754+192.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,163 | $7,885-21.8% | $6,735-8.5% | $11,409-46.0% |