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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 | $374,776 | $201,259+86.2% | $184,200+103.5% | $145,959+156.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.12% | 28.98%-27.9pp | 28.80%-27.7pp | 561.95%-560.8pp |
| Employer contribution / active EE | $8,333 | $7,018+18.7% | $6,424+29.7% | $4,661+78.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,279 | $16,372-92.2% | $13,907-90.8% | $13,398-90.5% |