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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 | $348,658 | $99,053+252.0% | $88,179+295.4% | $138,895+151.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 4.85% | 78.17%-73.3pp | 64.97%-60.1pp | 145.39%-140.5pp |
| Employer contribution / active EE | $3,895 | $2,882+35.1% | $2,549+52.8% | $4,194-7.1% |
| Participant deferral / active EE | $16,938 | $5,225+224.1% | $4,614+267.1% | $6,396+164.8% |
| Admin fee / account holder | $7,111 | $8,748-18.7% | $7,673-7.3% | $12,562-43.4% |