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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 | $275,540 | $166,242+65.7% | $165,071+66.9% | $145,884+88.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 3.49% | 100.44%-97.0pp | 70.17%-66.7pp | 551.85%-548.4pp |
| Employer contribution / active EE | $6,542 | $5,283+23.8% | $4,347+50.5% | $4,662+40.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $87,266 | $16,658+423.9% | $12,695+587.4% | $13,392+551.6% |