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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 | $288,785 | $121,677+137.3% | $104,625+176.0% | $158,966+81.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.90% | 465.58%-466.5pp | 340.60%-341.5pp | 302.95%-303.8pp |
| Employer contribution / active EE | $6,778 | $3,165+114.2% | $2,681+152.8% | $4,762+42.3% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,633 | $7,777+49.6% | $6,465+79.9% | $11,250+3.4% |