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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 | $326,396 | $148,629+119.6% | $135,982+140.0% | $139,487+134.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.61% | 79.33%-68.7pp | 68.32%-57.7pp | 373.84%-363.2pp |
| Employer contribution / active EE | $4,272 | $5,247-18.6% | $4,859-12.1% | $4,755-10.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,834 | $12,406-85.2% | $10,767-83.0% | $11,407-83.9% |