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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 | $346,185 | $115,810+198.9% | $101,271+241.8% | $158,966+117.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.61% | 56.15%-51.5pp | 46.48%-41.9pp | 302.95%-298.3pp |
| Employer contribution / active EE | $5,000 | $4,175+19.7% | $3,660+36.6% | $4,762+5.0% |
| Participant deferral / active EE | $2,795 | $4,958-43.6% | $4,371-36.1% | $5,983-53.3% |
| Admin fee / account holder | $2,744 | $7,248-62.1% | $5,948-53.9% | $11,250-75.6% |