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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 | $258,840 | $65,364+296.0% | $92,909+178.6% | $72,975+254.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.29% | 42.11%-26.8pp | 109.44%-94.2pp | 81.01%-65.7pp |
| Employer contribution / active EE | $3,704 | $2,594+42.8% | $3,653+1.4% | $2,440+51.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,288 | $4,251-69.7% | $5,795-77.8% | $5,124-74.9% |