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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 | $352,890 | $110,379+219.7% | $102,412+244.6% | $145,884+141.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.57% | 24.84%-16.3pp | 24.94%-16.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $3,103 | $4,216-26.4% | $3,870-19.8% | $4,662-33.4% |
| Participant deferral / active EE | $21,397 | $5,622+280.6% | $5,060+322.8% | $6,690+219.9% |
| Admin fee / account holder | $3,825 | $9,745-60.7% | $8,388-54.4% | $13,392-71.4% |