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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 | $285,768 | $102,638+178.4% | $81,982+248.6% | $158,982+79.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 4.93% | 61.05%-56.1pp | 41.31%-36.4pp | 302.99%-298.1pp |
| Employer contribution / active EE | $7,169 | $3,241+121.2% | $2,498+187.0% | $4,763+50.5% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $926 | $8,237-88.8% | $5,665-83.7% | $11,252-91.8% |