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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 | $274,916 | $96,524+184.8% | $75,900+262.2% | $152,909+79.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 5.75% | 33.93%-28.2pp | 30.73%-25.0pp | 345.46%-339.7pp |
| Employer contribution / active EE | $8,309 | $3,311+151.0% | $2,501+232.2% | $4,764+74.4% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,372 | $8,082+3.6% | $5,421+54.4% | $11,601-27.8% |