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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 | $325,223 | $104,937+209.9% | $84,628+284.3% | $152,897+112.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 5.02% | 373.88%-368.9pp | 258.80%-253.8pp | 345.43%-340.4pp |
| Employer contribution / active EE | $1,021 | $3,303-69.1% | $2,653-61.5% | $4,764-78.6% |
| Participant deferral / active EE | $9,500 | $4,690+102.6% | $3,900+143.6% | $5,851+62.4% |
| Admin fee / account holder | $574 | $6,243-90.8% | $4,914-88.3% | $11,599-95.1% |