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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 | $278,257 | $176,786+57.4% | $146,643+89.8% | $167,536+66.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.93% | 24.04%-17.1pp | 22.75%-15.8pp | 478.82%-471.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $19,250 | $6,440+198.9% | $5,506+249.6% | $6,342+203.5% |
| Admin fee / account holder | $22,694 | $13,262+71.1% | $10,280+120.8% | $12,315+84.3% |