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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 | $290,871 | $157,276+84.9% | $141,177+106.0% | $152,885+90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.22% | 64.33%-50.1pp | 71.40%-57.2pp | 345.39%-331.2pp |
| Employer contribution / active EE | $1,417 | $5,262-73.1% | $4,736-70.1% | $4,763-70.3% |
| Participant deferral / active EE | $2,891 | $7,110-59.3% | $6,710-56.9% | $5,851-50.6% |
| Admin fee / account holder | $6,000 | $12,123-50.5% | $10,263-41.5% | $11,598-48.3% |