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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 | $278,488 | $103,038+170.3% | $90,324+208.3% | $152,909+82.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 3.50% | 95.25%-91.7pp | 78.15%-74.6pp | 345.46%-342.0pp |
| Employer contribution / active EE | $1,667 | $3,141-46.9% | $2,856-41.6% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,901 | $6,177-36.8% | $5,356-27.2% | $11,601-66.4% |