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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 | $355,165 | $162,812+118.1% | $133,971+165.1% | $158,966+123.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.39% | 41.94%-36.6pp | 45.09%-39.7pp | 302.95%-297.6pp |
| Employer contribution / active EE | $3,723 | $4,976-25.2% | $3,919-5.0% | $4,762-21.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $22,220 | $11,741+89.3% | $8,929+148.8% | $11,250+97.5% |