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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 | $257,290 | $227,633+13.0% | $189,597+35.7% | $167,553+53.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.21% | 78.45%-78.2pp | 64.20%-64.0pp | 478.89%-478.7pp |
| Employer contribution / active EE | $14,988 | $5,317+181.9% | $4,412+239.7% | $4,840+209.7% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,714 | $11,879-9.8% | $9,807+9.3% | $12,316-13.0% |