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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 | $320,822 | $159,978+100.5% | $147,041+118.2% | $145,978+119.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.09% | 98.36%-93.3pp | 419.21%-414.1pp | 550.52%-545.4pp |
| Employer contribution / active EE | $1,740 | $5,288-67.1% | $4,935-64.7% | $4,662-62.7% |
| Participant deferral / active EE | $15,225 | $8,429+80.6% | $8,071+88.6% | $6,690+127.6% |
| Admin fee / account holder | $2,932 | $15,053-80.5% | $13,006-77.5% | $13,400-78.1% |