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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 | $256,108 | $142,354+79.9% | $125,529+104.0% | $155,188+65.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 3.44% | 306.06%-302.6pp | 202.56%-199.1pp | 148.84%-145.4pp |
| Employer contribution / active EE | $15,305 | $3,501+337.1% | $3,058+400.6% | $4,248+260.3% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,306 | $19,392-36.5% | $16,298-24.5% | $14,480-15.0% |