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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 | $99,053+174.8% | $88,179+208.7% | $138,895+96.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 7.90% | 78.17%-70.3pp | 64.97%-57.1pp | 145.39%-137.5pp |
| Employer contribution / active EE | $2,000 | $2,882-30.6% | $2,549-21.5% | $4,194-52.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,645 | $8,748-12.6% | $7,673-0.4% | $12,562-39.1% |