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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 | $295,174 | $105,145+180.7% | $94,664+211.8% | $139,466+111.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.07% | 38.09%-26.0pp | 156.84%-144.8pp | 373.66%-361.6pp |
| Employer contribution / active EE | $24,736 | $4,107+502.3% | $3,673+573.5% | $4,754+420.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,779 | $8,972-80.2% | $7,222-75.4% | $11,409-84.4% |