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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 | $264,743 | $176,105+50.3% | $159,474+66.0% | $167,536+58.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.70% | 331.91%-325.2pp | 263.68%-257.0pp | 478.82%-472.1pp |
| Employer contribution / active EE | $1,950 | $5,299-63.2% | $4,831-59.6% | $4,839-59.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $23,669 | $12,559+88.5% | $10,802+119.1% | $12,315+92.2% |