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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 | $263,245 | $152,619+72.5% | $125,195+110.3% | $152,909+72.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.72% | 54.85%-52.1pp | 43.79%-41.1pp | 345.46%-342.7pp |
| Employer contribution / active EE | $4,000 | $4,947-19.2% | $3,866+3.5% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,426 | $13,437-37.3% | $9,704-13.2% | $11,601-27.4% |