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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 | $307,305 | $152,612+101.4% | $125,192+145.5% | $152,897+101.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.32% | 54.85%-53.5pp | 43.79%-42.5pp | 345.43%-344.1pp |
| Employer contribution / active EE | $5,714 | $4,947+15.5% | $3,866+47.8% | $4,764+20.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $36,596 | $13,437+172.4% | $9,704+277.1% | $11,599+215.5% |