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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 | $298,587 | $111,535+167.7% | $105,223+183.8% | $137,256+117.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.34% | 237.85%-231.5pp | 180.65%-174.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $4,032 | $3,939+2.3% | $3,689+9.3% | $4,156-3.0% |
| Participant deferral / active EE | $12,974 | $5,500+135.9% | $5,072+155.8% | $6,407+102.5% |
| Admin fee / account holder | $81,321 | $9,721+736.5% | $8,859+818.0% | $12,270+562.8% |