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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 | $438,740 | $157,296+178.9% | $141,191+210.7% | $152,897+187.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.67% | 64.34%-61.7pp | 71.41%-68.7pp | 345.43%-342.8pp |
| Employer contribution / active EE | $3,872 | $5,262-26.4% | $4,736-18.2% | $4,764-18.7% |
| Participant deferral / active EE | $10,090 | $7,111+41.9% | $6,710+50.4% | $5,851+72.5% |
| Admin fee / account holder | $2,759 | $12,125-77.2% | $10,264-73.1% | $11,599-76.2% |