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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 | $269,784 | $166,089+62.4% | $164,928+63.6% | $145,978+84.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.24% | 100.26%-93.0pp | 70.08%-62.8pp | 550.52%-543.3pp |
| Employer contribution / active EE | $46,000 | $5,276+771.8% | $4,343+959.1% | $4,662+886.7% |
| Participant deferral / active EE | $15,800 | $6,961+127.0% | $6,034+161.9% | $6,690+136.2% |
| Admin fee / account holder | $4,084 | $16,641-75.5% | $12,684-67.8% | $13,400-69.5% |