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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 | $266,431 | $107,368+148.1% | $92,915+186.7% | $152,909+74.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 3.20% | 145.64%-142.4pp | 109.45%-106.2pp | 345.46%-342.3pp |
| Employer contribution / active EE | $32,492 | $4,222+669.5% | $3,653+789.3% | $4,764+582.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,791 | $7,082+207.7% | $5,796+276.0% | $11,601+87.8% |