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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 | $267,825 | $114,013+134.9% | $103,693+158.3% | $155,188+72.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 5.77% | 49.31%-43.5pp | 47.61%-41.8pp | 148.84%-143.1pp |
| Employer contribution / active EE | $18,328 | $3,131+485.3% | $2,920+527.6% | $4,248+331.5% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,826 | $8,407+88.2% | $7,858+101.4% | $14,480+9.3% |