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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 | $272,236 | $108,882+150.0% | $96,754+181.4% | $154,746+75.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 7.90% | 98.39%-90.5pp | 82.04%-74.1pp | 172.34%-164.4pp |
| Employer contribution / active EE | $2,000 | $3,018-33.7% | $2,679-25.4% | $4,379-54.3% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,645 | $10,200-25.0% | $8,905-14.1% | $14,365-46.8% |