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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 | $312,944 | $171,272+82.7% | $127,803+144.9% | $152,909+104.7% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.0%+7.9pp | 82.5%+4.5pp |
| Annual return | 9.29% | 23.54%-14.3pp | 26.14%-16.9pp | 345.46%-336.2pp |
| Employer contribution / active EE | $13,722 | $5,451+151.7% | $4,576+199.9% | $4,764+188.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,894 | $14,540-66.3% | $9,399-47.9% | $11,601-57.8% |