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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 | $290,091 | $124,346+133.3% | $111,308+160.6% | $167,536+73.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.79% | 37.45%-31.7pp | 54.67%-48.9pp | 478.82%-473.0pp |
| Employer contribution / active EE | $2,500 | $3,437-27.3% | $2,732-8.5% | $4,839-48.3% |
| Participant deferral / active EE | $10,333 | $5,182+99.4% | $4,487+130.3% | $6,342+62.9% |
| Admin fee / account holder | $2,274 | $10,621-78.6% | $7,965-71.5% | $12,315-81.5% |