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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 | $281,585 | $110,410+155.0% | $102,437+174.9% | $145,897+93.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.46% | 24.85%-20.4pp | 24.95%-20.5pp | 552.29%-547.8pp |
| Employer contribution / active EE | $13,716 | $4,217+225.2% | $3,871+254.3% | $4,663+194.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,862 | $9,745-29.6% | $8,388-18.2% | $13,390-48.8% |