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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 | $319,318 | $91,537+248.8% | $130,045+145.5% | $75,173+324.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 4.42% | -631.55%+636.0pp | -137.30%+141.7pp | 160.72%-156.3pp |
| Employer contribution / active EE | $5,769 | $2,845+102.8% | $4,321+33.5% | $2,671+116.0% |
| Participant deferral / active EE | $11,054 | $4,343+154.5% | $5,820+89.9% | $4,126+167.9% |
| Admin fee / account holder | $5,707 | $6,780-15.8% | $10,600-46.2% | $5,651+1.0% |