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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 | $166,242+62.3% | $165,071+63.4% | $145,884+84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.24% | 100.44%-93.2pp | 70.17%-62.9pp | 551.85%-544.6pp |
| Employer contribution / active EE | $46,000 | $5,283+770.7% | $4,347+958.1% | $4,662+886.6% |
| Participant deferral / active EE | $15,800 | $6,964+126.9% | $6,035+161.8% | $6,690+136.2% |
| Admin fee / account holder | $4,084 | $16,658-75.5% | $12,695-67.8% | $13,392-69.5% |