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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 | $252,539 | $111,814+125.9% | $93,654+169.6% | $145,959+73.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.68% | 203.30%-200.6pp | 133.34%-130.7pp | 561.95%-559.3pp |
| Employer contribution / active EE | $3,008 | $3,092-2.7% | $2,421+24.2% | $4,661-35.5% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,913 | $10,246+74.8% | $8,282+116.3% | $13,398+33.7% |