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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 | $382,937 | $154,193+148.3% | $130,045+194.5% | $139,466+174.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.68% | 32.51%-28.8pp | -137.30%+141.0pp | 373.66%-370.0pp |
| Employer contribution / active EE | $2,366 | $5,292-55.3% | $4,321-45.3% | $4,754-50.2% |
| Participant deferral / active EE | $16,150 | $6,709+140.7% | $5,820+177.5% | $6,712+140.6% |
| Admin fee / account holder | $20,531 | $13,989+46.8% | $10,600+93.7% | $11,409+80.0% |