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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 | $299,319 | $157,304+90.3% | $141,197+112.0% | $152,909+95.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 1.71% | 64.34%-62.6pp | 71.41%-69.7pp | 345.46%-343.8pp |
| Employer contribution / active EE | $5,895 | $5,263+12.0% | $4,736+24.5% | $4,764+23.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,396 | $12,126-80.2% | $10,265-76.7% | $11,601-79.3% |