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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 | $294,335 | $107,363+174.2% | $92,909+216.8% | $152,897+92.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.71% | 145.63%-141.9pp | 109.44%-105.7pp | 345.43%-341.7pp |
| Employer contribution / active EE | $2,273 | $4,222-46.2% | $3,653-37.8% | $4,764-52.3% |
| Participant deferral / active EE | $2,361 | $4,848-51.3% | $4,238-44.3% | $5,851-59.6% |
| Admin fee / account holder | $1,289 | $7,082-81.8% | $5,795-77.8% | $11,599-88.9% |