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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 | $283,749 | $114,013+148.9% | $103,693+173.6% | $155,188+82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 6.44% | 49.31%-42.9pp | 47.61%-41.2pp | 148.84%-142.4pp |
| Employer contribution / active EE | $1,714 | $3,131-45.3% | $2,920-41.3% | $4,248-59.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,898 | $8,407-53.6% | $7,858-50.4% | $14,480-73.1% |