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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 | $266,137 | $159,934+66.4% | $147,005+81.0% | $145,959+82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.59% | 98.24%-92.6pp | 418.76%-413.2pp | 561.95%-556.4pp |
| Employer contribution / active EE | $8,582 | $5,287+62.3% | $4,934+73.9% | $4,661+84.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,500 | $15,053-50.2% | $13,006-42.3% | $13,398-44.0% |