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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 | $286,661 | $157,304+82.2% | $141,197+103.0% | $152,909+87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.02% | 64.34%-59.3pp | 71.41%-66.4pp | 345.46%-340.4pp |
| Employer contribution / active EE | $6,557 | $5,263+24.6% | $4,736+38.5% | $4,764+37.6% |
| Participant deferral / active EE | $12,508 | $7,111+75.9% | $6,710+86.4% | $5,851+113.8% |
| Admin fee / account holder | $4,357 | $12,126-64.1% | $10,265-57.6% | $11,601-62.4% |