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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 | $297,488 | $65,566+353.7% | $86,235+245.0% | $75,177+295.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.16% | 46.07%-33.9pp | 1170.03%-1157.9pp | 160.75%-148.6pp |
| Employer contribution / active EE | $773 | $1,553-50.3% | $2,381-67.6% | $2,671-71.1% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,465 | $5,470+18.2% | $6,856-5.7% | $5,651+14.4% |