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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 | $376,001 | $182,442+106.1% | $163,379+130.1% | $138,895+170.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 8.11% | 72.74%-64.6pp | 63.41%-55.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $2,829 | $4,159-32.0% | $3,752-24.6% | $4,194-32.6% |
| Participant deferral / active EE | $6,383 | $6,817-6.4% | $6,282+1.6% | $6,396-0.2% |
| Admin fee / account holder | $136,114 | $10,396+1209.3% | $9,818+1286.4% | $12,562+983.5% |