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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 | $252,662 | $114,119+121.4% | $107,187+135.7% | $138,895+81.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 5.24% | 273.21%-268.0pp | 204.55%-199.3pp | 145.39%-140.2pp |
| Employer contribution / active EE | $6,667 | $4,059+64.3% | $3,782+76.3% | $4,194+58.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $750 | $10,024-92.5% | $9,162-91.8% | $12,562-94.0% |