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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 | $282,749 | $160,040+76.7% | $147,096+92.2% | $145,877+93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 98.49%-92.3pp | 419.75%-413.6pp | 551.28%-545.1pp |
| Employer contribution / active EE | $3,464 | $5,289-34.5% | $4,936-29.8% | $4,663-25.7% |
| Participant deferral / active EE | $8,341 | $8,429-1.0% | $8,071+3.3% | $6,691+24.7% |
| Admin fee / account holder | $4,674 | $15,050-68.9% | $13,005-64.1% | $13,402-65.1% |