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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 | $276,226 | $148,623+85.9% | $135,974+103.1% | $139,466+98.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.59% | 79.30%-73.7pp | 68.30%-62.7pp | 373.66%-368.1pp |
| Employer contribution / active EE | $1,779 | $5,246-66.1% | $4,859-63.4% | $4,754-62.6% |
| Participant deferral / active EE | $4,128 | $8,103-49.0% | $7,760-46.8% | $6,712-38.5% |
| Admin fee / account holder | $3,027 | $12,406-75.6% | $10,767-71.9% | $11,409-73.5% |