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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 | $333,334 | $211,239+57.8% | $178,528+86.7% | $145,877+128.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.49% | 30.22%-22.7pp | 27.11%-19.6pp | 551.28%-543.8pp |
| Employer contribution / active EE | $18,317 | $4,570+300.8% | $3,950+363.7% | $4,663+292.8% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,408 | $12,095-5.7% | $10,419+9.5% | $13,402-14.9% |