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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 | $259,288 | $76,368+239.5% | $67,681+283.1% | $154,746+67.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.54% | 1066.77%-1059.2pp | 590.58%-583.0pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,403 | $3,151-55.5% | $2,678-47.6% | $4,379-68.0% |
| Participant deferral / active EE | $2,345 | $4,824-51.4% | $3,976-41.0% | $6,730-65.2% |
| Admin fee / account holder | $6,179 | $8,559-27.8% | $6,100+1.3% | $14,365-57.0% |