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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 | $166,131+105.0% | $164,975+106.4% | $145,877+133.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.03% | 100.37%-92.3pp | 70.12%-62.1pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,360 | $5,276-55.3% | $4,343-45.7% | $4,663-49.4% |
| Participant deferral / active EE | $15,900 | $6,962+128.4% | $6,033+163.5% | $6,691+137.6% |
| Admin fee / account holder | $94,425 | $16,648+467.2% | $12,688+644.2% | $13,402+604.6% |