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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 | $292,841 | $140,592+108.3% | $123,105+137.9% | $125,389+133.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.60% | 16.80%-21.4pp | 13.22%-17.8pp | 282.24%-286.8pp |
| Employer contribution / active EE | $12,288 | $6,041+103.4% | $5,151+138.5% | $4,866+152.5% |
| Participant deferral / active EE | $11,890 | $6,980+70.3% | $6,229+90.9% | $5,352+122.2% |
| Admin fee / account holder | $1,291 | $11,198-88.5% | $9,014-85.7% | $9,541-86.5% |