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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 | $291,590 | $48,364+502.9% | $71,796+306.1% | $62,881+363.7% |
| Participation rate | 76.1% | 60.6%+15.5pp | 69.1%+7.0pp | 69.3%+6.8pp |
| Annual return | 3.47% | 13.16%-9.7pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $7,065 | $1,042+578.1% | $1,924+267.1% | $2,281+209.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,215 | $3,771+223.9% | $4,815+153.7% | $4,296+184.4% |