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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 | $265,985 | $89,370+197.6% | $141,197+88.4% | $72,976+264.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.28% | 111.88%-106.6pp | 71.41%-66.1pp | 81.02%-75.7pp |
| Employer contribution / active EE | $8,812 | $3,115+182.9% | $4,736+86.1% | $2,440+261.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,119 | $5,957-14.1% | $10,265-50.1% | $5,124-0.1% |