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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 | $269,077 | $157,296+71.1% | $141,191+90.6% | $152,897+76.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.80% | 64.34%-61.5pp | 71.41%-68.6pp | 345.43%-342.6pp |
| Employer contribution / active EE | $13,233 | $5,262+151.5% | $4,736+179.4% | $4,764+177.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $116,348 | $12,125+859.6% | $10,264+1033.6% | $11,599+903.1% |