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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 | $262,043 | $232,540+12.7% | $185,117+41.6% | $147,586+77.6% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.3pp | 82.8%-4.3pp |
| Annual return | 3.85% | 43.03%-39.2pp | 40.50%-36.7pp | 578.59%-574.7pp |
| Employer contribution / active EE | $17,429 | $5,195+235.5% | $4,182+316.8% | $4,876+257.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,783 | $10,275-4.8% | $8,159+19.9% | $10,886-10.1% |