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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 | $384,179 | $107,353+257.9% | $92,903+313.5% | $152,885+151.3% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 5.01% | 145.62%-140.6pp | 109.43%-104.4pp | 345.39%-340.4pp |
| Employer contribution / active EE | $21,546 | $4,222+410.3% | $3,653+489.8% | $4,763+352.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,121 | $7,081-41.8% | $5,795-28.9% | $11,598-64.5% |