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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 | $300,563 | $112,729+166.6% | $98,716+204.5% | $137,256+119.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.35% | 38.48%-29.1pp | 31.81%-22.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $4,064 | $2,725+49.1% | $2,279+78.4% | $4,156-2.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18,134 | $10,129+79.0% | $8,703+108.4% | $12,270+47.8% |