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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 | $259,873 | $108,911+138.6% | $100,392+158.9% | $145,884+78.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.72% | 58.23%-50.5pp | 49.45%-41.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,815 | $4,420-36.3% | $3,941-28.6% | $4,662-39.6% |
| Participant deferral / active EE | $19,709 | $8,459+133.0% | $8,090+143.6% | $6,690+194.6% |
| Admin fee / account holder | $11,998 | $9,698+23.7% | $7,904+51.8% | $13,392-10.4% |