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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 | $134,817+87.4% | $123,973+103.8% | $155,188+62.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.24% | 515.49%-510.3pp | 388.13%-382.9pp | 148.84%-143.6pp |
| Employer contribution / active EE | $6,667 | $4,425+50.7% | $4,126+61.6% | $4,248+56.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $750 | $13,245-94.3% | $11,799-93.6% | $14,480-94.8% |