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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 | $340,488 | $166,268+104.8% | $165,100+106.2% | $145,897+133.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.03% | 100.52%-92.5pp | 70.21%-62.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,360 | $5,284-55.3% | $4,348-45.7% | $4,663-49.4% |
| Participant deferral / active EE | $15,900 | $6,964+128.3% | $6,035+163.4% | $6,689+137.7% |
| Admin fee / account holder | $94,425 | $16,659+466.8% | $12,696+643.8% | $13,390+605.2% |