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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 | $353,324 | $157,296+124.6% | $141,191+150.2% | $152,897+131.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 2.57% | 64.34%-61.8pp | 71.41%-68.8pp | 345.43%-342.9pp |
| Employer contribution / active EE | $12,427 | $5,262+136.2% | $4,736+162.4% | $4,764+160.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,612 | $12,125-86.7% | $10,264-84.3% | $11,599-86.1% |