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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 | $252,457 | $228,395+10.5% | $185,861+35.8% | $158,982+58.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -1.39% | 40.82%-42.2pp | 35.96%-37.4pp | 302.99%-304.4pp |
| Employer contribution / active EE | $3,600 | $4,968-27.5% | $4,088-11.9% | $4,763-24.4% |
| Participant deferral / active EE | $8,667 | $6,417+35.1% | $5,634+53.8% | $5,983+44.8% |
| Admin fee / account holder | $487 | $11,869-95.9% | $9,503-94.9% | $11,252-95.7% |