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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 | $262,324 | $115,814+126.5% | $101,275+159.0% | $158,982+65.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.45% | 56.16%-53.7pp | 46.48%-44.0pp | 302.99%-300.5pp |
| Employer contribution / active EE | $5,941 | $4,176+42.3% | $3,660+62.3% | $4,763+24.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,500 | $7,249+17.3% | $5,948+42.9% | $11,252-24.5% |