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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 | $256,633 | $125,184+105.0% | $105,607+143.0% | $145,884+75.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.55% | 225.00%-217.4pp | 116.11%-108.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,821 | $3,720-51.1% | $3,167-42.5% | $4,662-61.0% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,783 | $17,133-60.4% | $10,958-38.1% | $13,392-49.3% |