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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 | $302,310 | $149,778+101.8% | $118,946+154.2% | $158,966+90.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.03% | 19.95%-16.9pp | 35.89%-32.9pp | 302.95%-299.9pp |
| Employer contribution / active EE | $9,138 | $4,117+122.0% | $3,263+180.0% | $4,762+91.9% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,993 | $8,604-76.8% | $6,581-69.7% | $11,250-82.3% |