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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 | $430,141 | $124,330+246.0% | $109,173+294.0% | $167,536+156.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.38% | 26.04%-19.7pp | 25.75%-19.4pp | 478.82%-472.4pp |
| Employer contribution / active EE | $2,007 | $4,209-52.3% | $3,723-46.1% | $4,839-58.5% |
| Participant deferral / active EE | $15,360 | $5,256+192.2% | $4,654+230.0% | $6,342+142.2% |
| Admin fee / account holder | $7,196 | $7,974-9.8% | $6,755+6.5% | $12,315-41.6% |